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Custom Fields: How to Collect Additional Customer & Pet Information

The Custom Fields feature allows you to collect extra information from your clients directly within their profiles. You can create fields for both customers and pets, making it easier to store important details specific to your business.

Written by Paula Andrea Ivanoff
Updated this week

What are Custom Fields?

Custom fields let you add personalized questions or data points to:

  • Customer profiles

  • Pet profiles

Once created, these fields will appear in the corresponding profile for clients to fill out.

How to Access Custom Fields

To get started:

  1. Go to Settings

  2. Click on Customers

  3. Select Custom Fields

How to Add a Custom Field

  1. Click on + Add Custom Field

  2. Choose the type:

    • Customer → for client-related information

    • Pet → for pet-specific details

  3. Enter the question or information you want to collect

  4. Click Add Custom Field

✅ The field will now appear in the selected profile type.

Where Do Custom Fields Appear?

  • If you select Customer, the field will appear in the customer profile

  • If you select Pet, the field will appear in the pet profile

These fields will be shown as additional information for you and your clients to view and complete.

How to Edit a Custom Field

  1. Go to Settings > Customers > Custom Fields

  2. Find the field you want to update

  3. Click the ✏️ (pencil icon)

  4. Make your changes and save

How to Delete a Custom Field

  1. Go to Settings > Customers > Custom Fields

  2. Locate the field

  3. Click the 🗑️ (delete icon)

⚠️ Deleting a field will remove it from all profiles.

By using custom fields, you can keep all important information organized in one place and provide a smoother experience for both you and your clients.

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