Custom Fields

In this article, we’ll walk through the Custom Fields section located under the Contacts tab and explain how to create and manage additional fields for your contact profiles.

The Key Steps

1. Navigate to Custom Fields

Click the Contacts tab in the left-hand navigation menu.
Click Custom Fields.

Here, you will see all custom fields that have already been created in your system.

Examples may include:

Allergies
Date of First Contact
Emergency Contact

These fields will appear inside each contact’s profile.

2. Create a New Custom Field

Click New Field.

You will then:

Enter the Field Name
Enter the Key (a unique identifier for the field — this can match the field name)
Select the Field Type

3. Choose the Field Type

You can select from several field types, including:

Single Line Text (short answers)
Long Text Field (longer responses or notes)
Number
Date Picker
Yes/No Switch
Dropdown

Choose the type that best fits the information you want to collect.

4. Set Field Requirements

You can choose whether the field is:

Required when creating a new contact
Optional

Once saved, the custom field will automatically appear in all contact profiles.

5. View & Update Custom Fields in a Contact Profile

To view or edit a custom field:

Go to the Overview section
Click into a contact profile
Scroll down to the Custom Fields section

If the field has been filled out, the information will display.
If not, you can enter the information and click Update Contact to save.

The updated information will then appear on the contact’s profile.

Custom Fields allow you to tailor your CRM to collect the exact information your studio needs.

If you have any questions about Custom Fields, please reach out to the Market Muscles Support Team.