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Open Settings → Customers → Custom fields. Staff fill in these fields on the customer profile: preferences, loyalty references or information useful at reception. Customers cannot see or fill them in on the portal.

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Configure a field

  1. Add a field with at least a French or English name.
  2. Choose text, number, date, yes/no, single choice or multiple choice.
  3. Configure choices and unique values, numeric limits or the maximum number of selections as appropriate.
  4. Enter help text, an optional placeholder, and the Active and Required options.
  5. Save and check the field in a customer profile.
The type cannot be changed after creation. If you need another type, create a new field and arrange to transfer information with your team; existing values are not automatically converted.

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What are the values used for?

A value stays available on subsequent visits by the same customer. It can also help filter or segment customers. Example: “Seating preference” with Terrace / Indoors options. It informs staff; it does not automatically reserve a room or table.

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Choose the right place

  • Lasting internal information: this customer field.
  • A question customers answer for a visit: booking field.
  • A question for an activity: activity field.
Managing these fields requires permission to update customers. If a field is missing, check the location, activation and staff permissions.