Custom fields allow you to store additional information about your Clients beyond the standard details. This feature is part of our Clients Pro module — please contact your Account Manager if you’d like it enabled on your account.
1. Go to the Clients tab at the top of your dashboard. Select the Client you want to update and click Edit Client, or click to add a new Client.
2. On the Edit / Add New Client page, you’ll find the Add new field section on the bottom-right side.
3. Click the Add new field dropdown.
You will be able to:
Create a new custom field, or
Select an existing field that already exists in your database
ℹ️ This allows you to reuse fields across multiple Clients for consistent data capture.
4. Once a field is added to the Client’s profile, you can enter the relevant value for that Client.
5. Any completed custom fields will appear in the sidebar of the Client’s profile page for quick reference.
