📝 Overview

Fields allow you to capture and store custom information about your customers. Once created, a field can be displayed on customer profiles, included in registration forms, and collected during sign-ups and purchases.

Examples of fields include Date of Birth, Mobile telephone number, questions such as Where did you hear from us? or Do you suffer from heart problems?, and business-specific data such as Height or What level of Pilates experience do you have?

⚠️ All fields added to a form are required and cannot be skipped by customers. For any question where the answer might be "no" or "not applicable", include an option such as No, N/A, or None of the above.

🧠 Example: If one of your fields asks "Do you suffer from any of the following health conditions?", include an opt-out option at the end of the list:

Chronic fatigue
Shortness of breath
Dizziness
Vertigo
Something else
None of the above

💡For a broader introduction to fields and how they can be used across your account, see the Introduction to Customer Fields guide here.

🔑 Authorizations

Creating and configuring fields requires an Admin or Owner role. Staff members without this level of access will not be able to create or edit fields.

💡 For more information on adjusting staff permissions, see the Edit Staff Member Permissions guide here.

🛠️ Setup

A new field can be created in two ways, from the Customer Fields settings page, or from within an existing customer form.

Click the arrow to learn more about how you can create new fields

Method 1: From Customer Fields

Go to Settings ➜ Customer Fields ➜ click Add a Field in the top right-hand corner.

Complete the following as prompted:

Label

The label is the name of the field. What you enter is exactly how it will be displayed to your customers (if the field is assigned to a form) or on the customer profile in your business dashboard. Examples: Date of Birth or Where did you hear from us?

Type

The type determines what kind of data the field collects and the format presented to you and your customers.

For a date of birth, select Date so a date picker appears. For a question like Where did you hear from us?, choose Single line of text to let customers enter their own answer, or Choice (select exactly one choice) to offer pre-defined options for customers to select from.

⚠️ Once created, a field's type cannot be changed. If the wrong type is selected, the field can be deleted and set up again with the correct type.

Next, within the Business Dashboard section, configure the following settings:

Show on the customer profile page	Fields with this enabled appear on the customer profile in your business dashboard (Customers ➜ Customer list ➜ search customer) and can be edited from there
Ask when adding customers via the business dashboard	Fields with this enabled are shown to staff when creating new customers from the business dashboard
Staff visibility	Set to only staff with the customers permission to restrict visibility to staff with that specific permission, or all staff to make it visible to everyone. For example, if you want only certain instructors to see specific customer data, set this to only staff with the customer permission and assign those instructors the customers permission accordingly

💡 Enable Ask when adding customers via the business dashboard when you want to capture field data at the point of creating a new customer record — for example, to enter a date of birth on the same screen rather than having to return to the customer profile afterwards.

💡 For more information on how field data is collected and displayed on customer profiles, see the guide here.

Finally, within the Customer Forms section, select which existing forms you would like to include this field in.

Tick the relevant form(s) and click Create.

If no forms apply yet, leave all unticked and click Create, the field can be added to a form at any time.

If the form you want to include this field in has not yet been created, you can select the field when creating a new form instead.

💡 See the Create a Form guide here.

Method 2: From a Customer Form

Fields can also be created directly from within a customer form. Go to Forms/Documents ➜ Customer Forms ➜ click the Details button next to the relevant form ➜ click Add/remove fields.

Click the green Create a Field button on the right-hand side, complete the information requested, and click Create.

💡 The field settings available when creating a field from within a form are the same as those in Method 1 above. Refer to the Label, Type, and Business Dashboard sections for a full description of each option.

Once the new field has been created, you can continue adding more fields or return to the form overview.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.