📝 Overview
Most settings on an existing field can be edited at any time, though a few, like the field type, are locked once the field is created.
💡 You'll need Admin or Owner access to edit fields. See the guide here for more.
✅ What You Can Edit
The following settings can be changed on an existing field:
Label. The field's name. Changing it doesn't affect data already collected, so it's best used for minor corrections like a typo or slightly different wording.
Whether the field is required or optional for customers.
Whether the field is shown on the customer profile.
Whether the field is asked when creating a new customer on the business side.
Which forms the field is included in.
The field's visibility permissions.
🔔 The required or optional setting sits on the field itself, not the form. Marking a field optional makes it optional on every form it appears on.
See the guide here.
⛔️ What You Can't Edit
The field type, for example a yes/no question, a numerical value, or a single line of text, can't be changed after creation. This is because field data may already be stored against the original type.
⚠️ If you need to change a field's meaning entirely, think carefully before creating a replacement alongside it.
Data can't be merged between two fields, so you'd be left with two similar fields each holding part of your customer data, and combining them means exporting and re-entering the values manually.
Where possible, edit the existing field rather than duplicating it.
🛠️ How to Edit a Field
Head to Settings ➜ Customer Fields ➜ click Details next to the relevant field ➜ click Edit in the top right-hand corner.
On the next page, edit the label, tick or untick the customer profile and customer create settings as needed, then click Submit.
📋 Editing Which Forms Use the Field
Head to Settings ➜ Customer Fields ➜ click Details next to the relevant field ➜ click Edit Forms.
A pop-up will show a list of all your existing forms. Any form already using the field is pre-ticked. Tick or untick each form as needed, then click Save.
Where a form is ticked, the field appears on that form on the customer side. Where a form is unticked, the field won't be displayed there, so customers won't be asked to complete it.
💡 Some System Fields have slightly different editing options.
See the guide here for more.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
I changed a field's meaning by editing the label. Will old responses make sense?
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Not necessarily. Existing customer data stays as originally collected, so if you significantly change what a field is asking, previously collected answers may no longer match what the label now says.
Can I merge two similar fields into one?
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No. There's no way to merge the data held in two fields. If you've ended up with duplicates, the only option is to export the data for both fields and re-enter the values against whichever field you want to keep, before removing the other one.
Can I make a field optional on one form but required on another?
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Click the arrow to see the answer
No. The setting belongs to the field, so it applies consistently everywhere the field is used. If you need different behaviour on different forms, you would need separate fields, though bear in mind the data then sits in two places and can't be merged.
Why can't I change the field type?
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Click the arrow to see the answer
Customer data may already be stored against the original type, so changing it isn't possible. If the wrong type was chosen, the field needs to be deleted and set up again correctly.
This is outlined in our relevant support guide here.