Setup > Services > Select Service > Custom Fields

Setup Custom Fields for data that you may require for when a client signs up for one of your packages.

I.e Running a delivery type of service you may want clients to allocate which regions they are in, you can then create a custom drop down field with the options presented.

This way you can keep track of where the more prominent regions are etc and use this for planning by using a our Search Parameters. You can also deselect this from being presented on your signup form.

• The Service column on the left contains the custom fields currently present on the package.
• The Field options column on the right contains the particulars of each of the fields you select.
• To add a new field click the Add field button.
• Name your field in the Field title box e.g. Referring agent
• In the Type drop down select the type of field you want to add e.g. Single line text
• If the field is required, look under Options and hover over the first icon it will appear as “not required”> click on this and it will change to “required”.
• If the box requires hint text fill it in in the Hint box e.g. Which agent referred this client to us?
• Once complete, click Save changes to permanently add the field.

See also:

Custom Fields for Invoices