Custom fields are used to store information related to a profile.
Examples: Membership Status, Payment Details, Student ID, Seating Information, Etc.
ℹ️ Custom fields are global, meaning that they apply to all the profiles on your organization's account.
How to set up custom fields:
Head to the Profiles tab, hover over a “Profile” and click on Preview
Then on the right side window, scroll down to the Custom field section click “Modify Fields”.
On the Add Field section, you will find Name, Type, (Options), and Default Value.
Default values are assigned to each profile automatically if the profile's custom field is blank.
Different Types
Types help you quickly format your values on iOS and Dashboard. E.g. The "Date" type will bring up a date picker on iOS and Dashboard.
Date / Date and Time - set a custom date and time value for a profile. E.g. Birthday, Payment Date, Last Seen, etc. (More on saving birthdays and age)
Lists - build a custom set of selectable options. E.g. a custom field named "Status" can be set to VIP, Regular, Guest, Etc.
Screenshots (Dashboard)
[Steps on the dashboard]
[Add custom field modal]
[Custom field types]
[Custom fields on profile detail page]
How to Preview Your Custom Fields inside the List
Open your specific list.
Click on the Filter icon.
Select the Preview tab.
Toggle on the custom fields you would like to See.
