Extending Clients With Fields
Sometimes the standard client fields are not quite enough. Custom fields help track extra details like allergies, membership IDs, or that very specific coffee preference that keeps clients loyal for years.
Open Fields
First step is to open the Fields library, where all custom fields live.
Go to appointible.com and log in.
Click the profile picture in the top-right corner.
Select Fields.
Create Field
Now it is time to add a new field that will extend client records with extra data.
On the Fields page:
Click Create field.
Configure Field
This is where the new field gets its name, type, and behavior. As I was saying, a common example is an allergy field so services can be adjusted safely.
In Field name, type a clear name, for example Allergies or Membership ID.
Choose the Field type (for example, Text input for free text, or another type that fits best).
Select the checkbox to make the field Visible in client details.
Optionally, add a short Description to explain what should be entered in this field.
Click Save.
Open Clients
Next step is to use the new field on actual client records in the Clients section.
In the left sidebar, click Clients.
Select Client
Now a client can be chosen to fill in the new field.
On the Clients page, click a client name to open Client details.
Edit Details
Client details need to be in edit mode so the new field can be filled in.
In the Client details panel, click the pencil icon to Edit client.
Fill New Field
Time for the fun part – adding the actual data to the new field.
Find the newly added field in the client form.
Enter the information, for example: Allergies: Peanuts.
Click Save.
Review Client Info
After saving, the new field appears together with the rest of the personal client information, ready to be used in daily work and client lists or segments later on.
