Custom fields
Collect additional information from clients at signup or on their profile.
Custom fields let you collect information beyond the standard name and email — things like emergency contacts, fitness goals, health conditions, phone numbers, or anything specific to your business.
Set up custom fields
-
Go to Settings → Custom Fields (or search for "Custom Fields" in Settings)
-
Click Create new
-
Configure:
- Field name — what you're asking (e.g., "Emergency contact phone")
- Field type — small text, medium text, number, date, or dropdown options
- Ask at checkout — show the field to clients at checkout
- Required at checkout — clients must fill it out to complete checkout
- Ask in account settings — show the field in the client's account settings
Clients see each field at checkout, in their account settings, or both, depending on the options you check.
Types of custom fields
| Type | Use case |
|---|---|
| Small text / Medium text | Open-ended input — goals, health notes, emergency contact name |
| Number | Height, weight, age |
| Dropdown options | Select from a list — fitness level, how they heard about you |
| Date | Birthday, program start date |
View custom field responses
Custom field data is visible on each client's profile. You can also build a segment with a Client Custom Field condition to group clients by their answers — for example, finding all clients who selected "Intermediate" from a fitness level dropdown.
Require phone number at signup
Phone number isn't a custom field. To require it, go to Settings → Required Sign-Up Fields and set Phone Number to Required. New clients will be prompted to enter it when they sign up.
Existing clients see custom fields at their next checkout or in their account settings, depending on the options you checked. You can also fill in fields on their behalf from the client profile in your dashboard.