This video and article will guide you through adding custom text fields for clients and staff at the Corporate level. Examples of custom text fields for clients: nickname, or a special ID for programs like silver sneakers. Examples of custom text fields for staff: certifications, or external payroll processing ID and so on.
Navigate to Setup > Customers / Members > Custom Text Fields.
Name of The Custom text Field - Enter the name for your custom text field here.
This custom text field is for staff only - If this field should only appear in staff record/profiles check this box.
Create The New Custom Text Field - Saves your text field.
Your new custom text field will appear below on the list. If you need to edit the name, click the edit pencil. If you wish to delete the text field click the red x icon.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup