Create a Custom Field

Custom Fields allow you to collect additional information about your customers beyond the standard customer profile. You can create custom fields to capture information specific to your business, such as emergency contacts, medical conditions, referral sources, or any other details you require.

• From the side menu, navigate to CRM.
• Select Custom Fields.

• Click Add Custom Field.

• Enter a Field Name.

Field Types

Choose the field type that best suits the information you want to collect:

• Text – Allows users to enter text, such as names, addresses, or notes.
• Yes/No – Allows users to select either Yes or No.
• Number – Accepts numeric values only.
• Dropdown – Provides a predefined list of options for users to choose from.
• Date – Allows users to select a calendar date.
• Date & Time – Allows users to select both a date and a time.

After selecting the field type, configure the following options based on your requirements:

• Required When Creating a Customer – Enable this option to require instructors or staff to complete the custom field whenever they create a new customer profile.

• Ask at Checkout – Enable this option to prompt customers to complete the custom field during checkout. If the customer has already provided a value for the field, they will not be asked to enter it again.

• Click Submit to create the custom field.

• If you are facing any difficulties, get in touch with us via help.studiogrowth.com and we'll help you to get up and running in no time.