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Can I add or edit custom fields on my clients?
Can I add or edit custom fields on my clients?
Updated over a week ago

You now have more control over managing your client fields in addition to the default "Phone Number" and "Website". You can now add, edit and delete different fields for improved client management.

This is done in 2 steps:

1. How to add or manage client fields?

Head over to the client settings and scroll down to the Client Fields section and click 'Add New Field'

Screenshot 2021-04-15 at 12.59.47 AM.png

Enter the field you want to add and click 'Done'. Tada! This means you now have a new field that shows up in your client's profile and you can add information under it.

You can also edit or delete the existing client fields by using the respective buttons against them :)

2. How to populate information into a client field on the client's profile?

Open the profile of a client where you want to edit information, then move over to the Additional details section.

Click the Edit button next to the field you want to edit and add the information as shown below.

Screenshot 2021-04-15 at 1.04.21 AM.png
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