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Adding Custom Fields

Adding Custom Fields

Custom fields allow you to capture additional information about new members. 

Add a New Custom Field: 

  1. Click on the 'New  User Custom Field' button.

  2. Fill out the name of the field and choose how it is going to behave.

    1. Required or Optional

    2. If it will be part of onboarding new members. 

  3. You have four types of custom fields you can choose from: 

    • Text field

    • Number field

    • Yes / No question

    • Set of options.

  4. To finish, press the green tick button.

Edit Custom Fields:

  1. Select the required custom field. You have two options: 

    1. Edit the field. 

    2. Delete the field by clicking on 'Delete'

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