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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

Custom fields settings for collecting additional member data

Custom Fields List​

The custom fields table shows:

  • Name — Field display name
  • Key — Unique identifier
  • Type — Field type
  • Status — Required, Active, or Inactive badges
  • Actions — Edit or Delete

Adding Custom Fields​

  1. Click Add Custom Field
  2. Configure:
  • Field Name — Display label (e.g., "Card Number")
  • Field Key — Unique identifier, auto-generated from name (e.g., "card_number")
  • Field Type — Text, Number, Date, Select, Checkbox, or Email
  • Options — List of options (only for Select type)
  • Placeholder — Placeholder text shown in the input
  • Help Text — Descriptive text shown below the field
  • Validation Pattern (Regex) — Optional regular expression for validation
  • Required field — Must be filled when creating members
  • Active — Whether the field is visible on member profiles
  • Unique value — Value must be unique across all members
  1. Click Save

Add custom field form

note

Field Key and Field Type cannot be changed after creation.

Managing Custom Fields​

From the actions menu on each custom field:

  • Edit — Modify field settings (except key and type)
  • Delete — Permanently remove the field
warning

Deleting a custom field removes it from all member profiles.

Where Custom Fields Appear​

  • Member profile — Dedicated custom fields section (only active fields are shown)

Custom fields on member profile

Note Tags​

Overview​

Note tags help categorize staff notes on member profiles.

Location: Settings → Note Tags

Note tags settings

Note Tags List​

The note tags table shows:

  • Name — Tag name
  • Actions — Edit or Delete

Creating Tags​

  1. Click Add Tag
  2. Enter Name (e.g., "Medical", "Payment Issue", "VIP")
  3. Click Save

Using Tags​

When adding notes to member profiles, you can select one or more tags from a dropdown to categorize the note.

Troubleshooting​

Custom Field Not Showing​

Check:

  • Field is active
  • Page has been refreshed
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