Custom client fields

Custom fields let you capture the same piece of information — a coaching style, a preferred check-in day, anything specific to your practice — across every client profile.

1. Go to Clients and find the Client Fields card.
2. Click + New field.

3. Enter a Field name and choose a Type: Text, Date or Dropdown. For a dropdown, list your Options separated by commas.

4. Tick Fillable via intake form if you want clients to be able to answer this field themselves through an intake form.

5. Click Create field.

Once created, a field's Type can't be changed — click + Create a replacement field to make a new one with a different type instead. You can rename a field, edit its options, reorder it with the arrow buttons, or delete it by clicking Delete field.

If clients already have a value saved for a field, deleting it shows a warning naming how many clients have data there, since deleting removes that data everywhere and can't be undone — click Delete field again to confirm, or Cancel.