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.
✨ 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].