This is available on Subscription Tiers: 

Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

Collect the client information your business needs. Add custom fields to client, lead, and drop-in profiles, control who can see and edit each one, and generate a form to gather responses.

Step-By-Step How To

Custom Fields can be configured from the People > Settings > General > Custom Fields section in Core

Adding Fields 

A field is a multiple-choice or freeform question you can ask Clients, Leads, or Drop-ins

1. Go to People > Settings > General Tab 
2. Select Add Field in the Custom Fields section on the page 
3. Type in your question, answer options, and configured visibility (more on that below) 

• Up to 3 fields can be added at a time for your Custom Fields with a combination of freeform and multiple-choice questions. 
• Visibility offers 3 distinct options 
  • Private - This field stays hidden. Clients won't see it in their profile.
  • Visible - This field appears as read-only. Clients can see the value but not change it.
  • Editable - This field appears as editable. Clients can see and update the value themselves.

Generating a Form 

After you have created your fields, you can generate a form to request answers to your questions. 

1. Go to People > Settings > General Tab 
2. In the Custom Fields section, select Generate Form. 
3. Select the fields you want to have displayed and whether they are required to be answered. 
4. Select Copy Link and you can now send this link out to gather answers 
5. A Client/Lead/Drop-in will enter their email address and then be prompted to submit their answers 

• Additionally, all fields you create are available to include on your Lead form and the new code can be found to embed in People > Settings > Lead tab

Scribe

FAQs

1. What are some potential uses for Custom Fields? Answer: To name a few, Health/Fitness goal (why are they joining the gym), T-shirt size, Prior medical history, Preferred contact method, Dietary restrictions, and to add custom questions or comment boxes to your Lead/Contact Us form. 
2. How do I send this form out to require answers? Answer: You can find the custom URL for the form in People > Settings > General tab, add it to your existing or new Lead Form, or add the URL to any automated communications/workflows. 
3. How do I find the answers to the fields? Answer: The answers submitted will appear in the Client/Lead/Drop-in profile under Personal Information. With a future update, answers will be available in Wodify Reporting too.