📝 Overview
The Customer Fields page lists every field on your account. Head to Settings ➜ Customer Fields to access it.
When building a customer form, you can pull in any existing field from this list rather than starting from scratch. For example, if you need "Date of Birth" on a new form and it already exists on the customer profile, select the existing field instead of creating a duplicate.
💡 If you need a field that doesn't exist yet, you can create it while building a form, and it's added to both the form and your Customer Fields list in one step.
See the Create a Form guide here.
🔍 The Customer Field List
Fields can be reordered using drag-and-drop.
Live filtering helps you quickly find the field you're looking for.
Each row has icons showing where the field is used. A given field can have any combination of the following:
Shown on the customer profile.
Asked when adding new customers on the business dashboard.
Asked on customer forms.
A separate icon shows whether the field is visible to all staff, or only to staff with the customers permission.
🛠️ What You Can Do From This Page
The Customer Fields list is the central place to manage every field on your account.
➕ Add a Field
Click Add a Field in the top right-hand corner to create a new one.
💡 See the Creating Fields guide here.
✏️ Edit Fields
Click Details next to any field to review or change its settings.
💡 See the Editing Fields guide here.
📝 View Fields for Specific Forms
Use the filter at the top of the list to see only the fields included on a particular form.
👤 Edit Customer Profile and New Customer Fields
The list also gives you direct access to managing which fields appear on the customer profile, and which are asked when creating a new customer.
💡 See the guide on viewing and editing customer profile fields here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I create a brand new field while building a form?
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Click the arrow to see the answer
Yes. If a field you need doesn't exist yet, you can create it directly while building a form, and it's added to both the form and your Customer Fields list in one step.
How do I know which fields belong to a specific form?
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Click the arrow to see the answer
Use the form filter at the top of the Customer Fields list to narrow it down to only the fields included on that form.
I have two fields asking almost the same thing. Can I combine them?
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Click the arrow to see the answer
No. Data can't be merged between two fields. If you've ended up with duplicates, you'd need to export the data for both and re-enter the values against whichever field you want to keep. This is also why it's worth selecting an existing field from this list rather than creating a new one each time.