Custom Fields Masterclass

Tailor ClientFlow to your business. Every business is unique. Custom fields let you capture industry-specific data beyond the default client profile fields.

Introduction

Track certifications, equipment preferences, medical history, fitness goals, or any data that matters to your business.

Field Types

Type	Use Case	Example
Text	Short answers	Preferred pronouns, nickname
Long Text	Paragraphs	Medical history, goals
Number	Quantities	Weight, age, session count
Dropdown	Limited choices	Fitness level (beginner/intermediate/advanced)
Checkbox	Yes/No	Has gym membership, vegetarian
Date	Dates	Program start date, last physical
Email	Additional emails	Spouse email, work email
Phone	Additional phones	Emergency contact number

Creating Custom Fields

1. Settings → Custom Fields → "Add Field"
2. Configure field:
   • Name: "Fitness Goal" (user-facing label)
   • Type: Dropdown
   • Options: Weight Loss, Muscle Gain, General Fitness, etc.
   • Required: No (optional field)
3. Click "Save Field"

Field Organization (Sections)

Group related fields into sections for better UX:

Example: Fitness Trainer Fields

• Section 1 - Fitness Profile: Current Weight, Goal Weight, Height, Fitness Goal, Experience Level
• Section 2 - Health Information: Medical Conditions, Injuries, Medications, Emergency Contact
• Section 3 - Preferences: Preferred Session Time, Has Gym Membership, Available Equipment

Using Custom Fields in Intake Forms

1. Settings → Intake Forms → Select form
2. Click "Add Field" → "Custom Field"
3. Select field from dropdown
4. Configure Required vs Optional
5. Save form

Client completes form → Custom field data automatically populates their profile!

Using Custom Fields in Automation

Trigger automations based on custom field values:

• WHEN new client added AND Fitness Goal = "Weight Loss" THEN send "Weight Loss Welcome" email series
• WHEN client has no appointments in 30 days AND Session Frequency = "Weekly" THEN send "We Miss You" reminder

Field Limits by Tier

Tier	Custom Fields Limit
Free	5 fields
Starter	15 fields
PRO	50 fields
Team	100 fields

Next Steps

Master custom fields to:

• Capture industry-specific data - Beyond generic CRM
• Automate based on unique criteria - Personalized workflows
• Generate custom reports - Track what matters to YOUR business
• Import from any source - Bring existing data with you

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Read time: ~8 minutes | Difficulty: Advanced