You can fully customize these fields based on your business workflow—such as referral source, veterinary notes, preferences, and more.
Benefits of Customer Custom Fields:
✔ Capture unique business information
✔ Standardize staff data entry
✔ Tailor grooming or service workflow
✔ Improve client personalization
✔ Better business insights and reporting (indirect)
How to Create a Custom Field
Go to Customer Custom Fields page.
Click ➕ Add field.
Fill out the field details:
Field name
Property type — Short text, Long text, Single-select dropdown, Multi-select dropdown, Date & Time
Required — choose to force staff to complete this field
Placeholder — guide your staff with hints
Default value — pre-filled answer option
Click Save.
Drag fields to reorder them (drag-and-drop).
Once created, you can now fill these fields when adding or editing Client/Lead profiles.
Field Property Types
Property Type | Description | Examples |
Short Text | Single line answer | “Vet Name”, “Referral Code”, “Favorite Treat” |
Long Text | Multi-line answer | Medical notes, allergy notes, temperament |
Single-select Dropdown | Select one option | Referral source, preferred staff, marketing channel |
Multi-select Dropdown | Select multiple options | Grooming preferences, services of interest, allergies |
Date & Time | Pick a date or time | Vaccination expires, pet birthday reminder |
FAQ
Q: Can I make a field required for staff?
Yes. Enable Required to prevent saving a Client/Lead without filling the field.
Q: Can I reorder fields?
Yes. Drag-and-drop to reorder them in both the settings and Add Client form.
Q: Do custom fields apply to both Client and Lead?
You can choose All, Client only, or Lead only when creating a field.