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Custom Fields & Tags

Extend member profiles with custom fields and organize staff notes with tags.

Custom Fields​

Overview​

Custom fields let you collect additional member information beyond the default profile fields.

Location: Settings → Custom Fields

Adding Custom Fields​

  1. Click Add Custom Field
  2. Configure:
FieldDescription
NameField label (e.g., "Emergency Contact")
TypeText, Number, Date, or Dropdown
RequiredMust be filled when creating members
Show in Member FormDisplay when creating new members
  1. Click Save

Field Types​

TypeUse ForExample
TextFree-form textEmergency contact name
NumberNumeric valuesLocker number
DateDate pickerMedical clearance date
DropdownPredefined optionsT-shirt size (S, M, L, XL)

For dropdown fields:

  1. Enter each option on a new line
  2. Options appear in the order entered
  3. Members select one option

Common Custom Fields​

  • Emergency contact name
  • Emergency contact phone
  • Medical conditions
  • T-shirt size
  • How did you hear about us
  • Employer (corporate memberships)
  • Fitness goals
  • Allergies

Managing Custom Fields​

Editing Fields​

  1. Click the field to edit
  2. Modify settings
  3. Save changes
note

Changing field type may affect existing data.

Reordering Fields​

Drag and drop to reorder how fields appear on member profiles.

Archiving Fields​

To hide a field you no longer need:

  1. Click the field
  2. Click Archive
  3. Field hidden from new entries

Archived fields:

  • Data preserved on existing members
  • Not shown when creating new members
  • Can be restored if needed

Where Custom Fields Appear​

  • Member creation form (if enabled)
  • Member profile - dedicated section
  • Member export - included in CSV exports

Note Tags​

Overview​

Note tags help categorize staff notes on member profiles.

Location: Settings → Note Tags

Creating Tags​

  1. Click Add Tag
  2. Enter Tag Name (e.g., "Medical", "Payment Issue", "VIP")
  3. Choose Color for visual identification
  4. Click Save

Suggested Tags​

  • Medical
  • Payment Issue
  • VIP
  • Complaint
  • Equipment Request
  • Personal Training
  • Follow-up Needed

Using Tags​

When adding notes to member profiles:

  1. Write your note
  2. Select applicable tag from dropdown
  3. Save

Tag Benefits​

  • Filter notes by category
  • Quickly identify note types visually
  • Consistent categorization across staff
  • Better member history organization

Best Practices​

Custom Fields​

  • Only collect information you'll actually use
  • Make fields required only when necessary
  • Use dropdowns when options are limited
  • Keep field names clear and concise

Note Tags​

  • Create tags for common categories
  • Use consistent naming conventions
  • Limit to 10-15 tags to avoid confusion
  • Use colors that are easy to distinguish

Troubleshooting​

Custom Field Not Showing​

Check:

  • Field is not archived
  • "Show in Member Form" is enabled (for creation form)
  • Page has been refreshed

Can't Delete Field​

Fields with data cannot be deleted. Archive them instead.