Fields Management allows businesses to control what information is collected when creating and managing clients and leadsprofiles.
By configuring preset fields and custom fields, admins can define which fields are required during the Add Client and Add Lead workflows, ensuring consistent and complete data collection across staff and teams.
Why Fields Management Matters
Fields Management ensures businesses have the right information for operations, reporting, customer experience, and compliance.
Define which fields are required or optional
Ensure consistent data collection across staff and locations
Customize what information is collected based on business needs
Reduce incomplete or inconsistent client and pet records
Also, as your team and customer base grow, Fields Management helps you:
Maintain consistent data collection across multiple staff members
Onboard new team members with a standardized intake process
Keep your CRM structured and reliable over time
How Fields Management Works
Fields in MoeGo are divided into two types:
Preset Fields (Available on All Plans)
Preset Fields are system-provided fields that capture essential information such as contact details and safety information. Businesses can configure whether these fields are required.
➡️ Learn more: Preset Fields in Fields Management
Custom Fields (Ultimate Plan Only 🌟)
Custom Fields allow businesses to create their own fields to collect additional business-specific information, such as preferences, instructions, or segmentation data.
➡️ Learn more: Custom Fields in Fields Management
Where Fields Appear
These fields will appear on the client profile and lead profile during creation and editing from the business end.
The Add new client flow (Web only)
The Add new Lead flow (Web only)
The existing Client profile
⚠️ Online booking & Intake form not supported:
If you need the pet parent to fill in these fields, please configure those fields in separate settings under online booking or the intake form.
The field settings are currently not available on the mobile app yet.
Our team is actively working on it.
Who Can Access Fields
Staff with the field permission can access the fields.
Go to Settings > Staff > Role permissions > Clients & Pets/Lead management to config:
Access client fields
Edit custom fields
Delete custom fields
Edit preset fields
Access lead fields
Edit custom fields
Delete custom fields
Edit preset fields
Required Field Configuration
Admins can control required fields in two ways:
Field-Level Required
Mark individual fields as required so that staff must ask for a value before proceeding.
Group-Level Required
Mark an entire group of related fields as required (for example, address group), ensuring all key information is collected together.
Impact on Existing Data
Existing client and pet records are not automatically updated when new required fields are added.
Except for the emergency contact.
Required rules apply when creating records going forward.
Some system fields may be enforced by default and cannot be made optional.
Best Practice
Common Use Cases
Standardizing client and pet data collection
Reducing inconsistent free-text notes
Ensuring safety and compliance information is collected
Capturing operational preferences and internal instructions
Supporting segmentation, reporting, and personalized service
💡 Preset Fields vs Custom Fields
Dimension | Preset Fields | Custom Fields |
How they work | Built by MoeGo with common fields like name and contact details | Created by you to match your services and policies |
How are they different | Standard fields for everyone | Customizable fields for your business |
What they are for | Collect basic information every business needs | Collect extra information specific to your business |
Who should use them | All businesses | Businesses with advanced or unique data needs |
Main purpose | Create a standard client and lead profile structure | Customize your CRM to match your workflows |
Key benefit | Ensures important client and lead details are always captured | Let you capture preferences, internal notes, or special data |
Problem solved | Reduces missing or incomplete client profiles | Reduces manual tracking in spreadsheets or notes |
Daily impact | Keeps client and lead profiles clean and consistent | Helps teams understand and serve clients better |
When your business grows | Helps new staff follow the same intake process | Supports complex workflows and data needs |
FAQs
Q: Can I configure Fields Management on mobile?
A: No. Settings are configured on the Web and only take effect on the Web. The staff workflow of creating profiles from the mobile app will not apply the field settings.
Q: Do required fields affect historical records?
A: No. Historical records remain unchanged.
Q: Can I remove system fields?
A: Preset Fields cannot be removed. Custom Fields can be edited or deleted by businesses.