How To Add Custom Fields To Client Details

Sometimes you want to add your custom information to your clients details.  By default, we have name, address, phone email and more.  However, what if you want fields like Emergency Contact or Skin Type?  If you’re a mechanic you may want car Make and Model.  A pet grooming salon may want Dog Breed, Aggression Level, etc.

To do this

  • Go to the Clients Menu
  • Search for the Client in the client search tool
  • Press on Add/Edit Tab
  • Click on the slider next to Add/Edit Custom Fields to access fields options

Turning this on you will see three different selection options

  Add Custom Fields

There are different types of fields you can add, when pressing on to the field it will prompt you to enter a name for the field in question.

Text Field-  Is just when you want add notes to that field.

Check Box- When you want to add a tick box next to that field.

Radio Button-  When you want to add multiple options to that Field

Auto- Complete Field-  An auto complete field remembers what you enter so it’s there next time

Rename custom fields.

– Reorder custom fields.

Once you have done the changes you would like click on the Save button.