Custom Fields allow businesses to create additional fields for Client and Lead profiles to store business-specific information that is not included in MoeGo’s default CRM fields.
Custom Fields are available on the Ultimate plan and are designed to help businesses capture unique operational, marketing, and compliance data in a structured way.
Before You Start
For a complete overview of how Fields Management works, see Fields Management Overview.
Custom Fields are available on the Ultimate plan only.
Custom Fields are configured in Settings > Customer & Pet > Fields Management on Web.
Custom Fields apply to Client Profile and Lead Profile workflows.
Custom Fields are not currently supported in Online Booking or Intake Forms (unless manually recreated as booking questions).
What Are Custom Fields
Custom Fields are additional properties you create to store information that does not exist in the default client or lead profile.
They are commonly used to:
Track preferences or internal notes
Collect marketing and segmentation data
Store safety or behavioral information
Once created, Custom Fields appear in:
Add Client workflow
Add Lead workflow
Client Profile details page
Lead Profile details page
Setup: Create a Custom Field
Go to Settings > Customer & Pet > Fields Management
Go to the Customer Custom Fields section.
Click ➕ Add new 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 edit or delete Custom Fields?
Yes. Custom Fields created by your business can be edited or removed with role permission. Go to Settings > Staff > Role permission to configure.
Q: Do Custom Fields appear in Online Booking?
Not currently. Custom Fields apply to Client and Lead profiles only. If needed, similar questions must be manually added to the Online Booking settings.
Q: Can Custom Fields be configured on mobile?
No. Configuration is available on the Web only.
Q: Do required Custom Fields affect existing client data?
No. Existing records remain unchanged.