How Custom Fields Work

How Custom Fields Work

What Are Custom Fields?

Custom Fields allow you to collect and store rich customer information, helping you create targeted lists for personalized push notification, membership, subscription, or rewards. This data can be gathered when a customer creates an account or later through their profile.

Depending on your settings, Custom Fields can be read-only or editable by the customer.
IMPORTANT: Once you create a Custom Field and collect data, deleting the field will permanently erase all associated data. This action CANNOT be undone, and we CANNOT restore lost data. If you no longer need a field but want to retain the data:
  1. Disable visibility instead of deleting it.
  2. Move the field to a dedicated section (e.g., "Archived Fields" or "Unused Fields") for safekeeping.
Always think twice before deleting a field to prevent irreversible data loss! 

Accessing Custom Settings

  1. From the Quick Start Page in your admin dashboard, click Customer Dashboard.

  2. A new tab will open up. On the next page, click Settings.

  3. You will see three sections: Stripe, Organization, and Customer Settings. Click Customer Settings

  4. On this page, there are two tabs: Fields and Barcode. The default tab is Fields, where you can view and configure the customer data you collect.

Reviewing Sections

Section Overview

  1. A Section is a group of Fields, each with a Header and an optional Description.
  2. We have pre-created some Sections which can be reordered (drag and drop), renamed, and fields can be moved between sections when you Edit them.
  3. Breaking down the Section layout: 
Some custom fields cannot be deleted (e.g. First Name, Last Name, Email, Phone, Address, Internal ID, etc.)
You can hide visibility for First Name, Last Name and Email, however we strongly recommend keeping them visible because they are essential for account creation, purchases, memberships, subscriptions, and rewards access. 

Creating a Custom Field

Before you create a field, let's go over the required information: 
  1. Navigate to the desired Section (existing or newly created), click Create Field. 
  2. A popup will appear, asking for the following details: 

    2. Name, this is the field name visible to your customers (e.g., "What is your first name?" or "Are you interested in lessons?").
    3. Description, helps customers understand the purpose of the field. 
    4. Data Type, chose from:
      1. Single line: A one-line text box.
      2. Multi-line: A larger text box for multiple lines.
      3. Email: Requires a valid email format.
      4. Checkbox: Yes/No (true/false).
      5. Number: Must be a whole number.
      6. Decimal: Supports decimal numbers.
      7. Date: A date picker (without a time element).
      8. Pick List: A dropdown where customers can select one option.
    5. Use Settings to decide if this field is 'required' or not. 

    7. Click Use Advanced Settings, to take it a step further and control how the field appears in the app and admin dashboard:

      1. How customers see the field in the app:
        1. Creating an Account:
          1. Is the field Visible? (Can the customer see it?)
          2. Is the field Required? (Must they fill it out?)
        2. Editing Customer Profile: 
          1. Is the field Visible? (Can they see it?)
          2. Is the field Editable? (Can they change it?)
          3. Is the field Required? (Must they fill it out?)
      2. How you see the field in the manager:
        1. When Creating a Customer:
          1. Is the field Visible? (Can you see it?)
          2. Is the field Required? (Must you fill it out?)
        2. When Editing a Customer:
          1. Is the field Visible? (Can you see it?)
          2. Is the field Editable? (Can you change it?)
          3. Is the field Required? (Must you fill it out?)
    9. Click Save to create the field. 
    10. The new field will appear under the selected Section. You can move fields between sections if needed!

    12. This field will also appear on your Customer's Page. It's an option that you can now filter on! 

Editing a Custom Field

  1. Navigate to the desired Section (existing or newly created), click on the Pencil to Edit the field. 
  2. A popup will appear, with the Field's information:
    2. Edit the desired information or 'move' the field to another Section. 
    3. You can customize the 'import' field name if desired.

    4. Click Save to update the field. 
    5. Click Delete to delete the field (and all the data collected). 

User Experience

Custom Fields in Manager

  1. Navigate to Customers. 
  2. On this page, click on Columns to Toggle your visible Custom Fields on or off.

  3. On this page, click on Filters to be able to use your visible Custom Fields to apply Filters to your Customers. 

  4. Click on a Customer. 
  5. On the Customer page, you will see your visible Custom Fields and can use them to update the Customer's information.

  6. Click Save to update the Customer record. 

Bulk Update Customers with Custom Fields in Manager

  1. Navigate to Customers
  2. Click the IMPORT Button
  3. A popup modal will appear

    1. Click the Download Template Button
    2. Use this template to upload your customers along with their information for your custom fields 
    3. Decide if you want to update existing customers, or leave toggled off to only upload new customers data
    4. View your import history if desired 
    5. Click Import; the system will let you know of all successes or any errors

Custom Fields in App, Create Account

  1. Open the App
  2. Click on Create Account (App Onboarding, via Profile, via Rewards, via Membership Purchase)
  3. On this screen you will be able to view the Custom Fields you've created and made visible and editable when Creating an Account. 


Custom Fields in App, Profile

  1. Open the App
  2. Click on Profile Icon 
  3. Click on the Gear Icon
  4. On this Profile screen you will be able to view the Custom Fields you've created and made visible and editable when view Profile.