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Custom Fields - Personalise Notes

Tailor your client and appointment notes to fit the unique needs of your business.

Anna Dís avatar
Written by Anna Dís
Updated over 2 weeks ago

Custom Fields let you collect and view the exact information you care about — whether it’s a client’s occupation, skin type, pet’s name, or anything else relevant to your services.

Feel free to watch the video below, or read the help article below that!

✨ What Are Custom Fields?

Custom Fields allow you to:

  • Add personalized info to client profiles or appointments

  • Choose the format for each field (text, dropdown, checklist, etc.)

  • Decide what matters most to your business and team

🧩 Real Example

Let’s say you want to track a client’s occupation.

You can create a custom field labeled “Occupation” and set it to Short text — so you or your team can type in quick notes.

You could also add fields like:

  • Hair type, Preferred stylist, Medical notes, Allergies, Membership tier, and more!

📌 This gives you and your team quick access to meaningful details that enhance service and personalization.

🛠 Formatting Options for Custom Fields

Choose from four field types depending on how you’d like to collect and display information:

Format

Description

Short Text

A single line for a short note or value (e.g., “Student”)

Long Text

A larger box for writing a paragraph or detailed notes

Select

A dropdown list with predefined choices (choose one)

Options

A checklist-style field where you can select multiple items

See how each format works below 👇

🧠 Pro Tip

You can use Custom Fields to keep things consistent across your team — no more guessing where to jot down that recurring detail!


💬 Need Help?

If you’d like help setting up your Custom Fields or brainstorming the best structure for your business, we’re here for you.

Reach out via the 💬 chat bubble or email us anytime at [email protected].

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