Custom / Supplementary Fields

Modified on Sun, 24 Dec 2023 at 08:13 PM

You can create a custom field to collect information in addition to the basic form fields provided on the platform. These form fields show up in the custom form tab in the customer profile details page.


How to navigate: Settings > Personalization (Custom Fields) 


Click on the +Create Custom Field button on the top right to add a new field.




Name: This is the label that will be visible on the form.

Type: Select the data type for the field. You can choose text, date /time, photo and checkbox as the values for the fields.

Tag: Where do you want this field to be displayed. On Customer profile or Pet profile (Only for Pet business).

Required?: Yes / No if this field is required to be filled to save the custom fields.   

Viewable?: Is the field viewable on the customer portal? If you leave this box unchecked the field is only viewable for the staff members.

Editable?: Is the field editable on the customer portal? If you leave this box unchecked the field cannot be edited by the customers.

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