Custom fields help guide
Custom fields let you store extra information about your contacts, beyond the standard details like name, email and phone number. They help you keep client information organised and personalise your communication.
What are custom fields?
Custom fields allow you to store extra information about your contacts.
Instead of only saving basic details like name, email and phone number, you can create your own fields to capture the exact details your business needs.
Custom fields can be used in:
- Forms - For example, asking for a birthday, preferences or extra details.
- Emails and SMS - To personalise messages.
- Workflows and automations - To trigger actions based on custom data.
- Contact records - To view or update information manually.
Why are custom fields helpful?
Custom fields help you:
- Personalise communication with clients.
- Capture specific information that is relevant to your business.
- Segment your contacts for better targeting.
- Automate actions based on contact data.
They are especially useful when you want to go beyond basic details and keep everything organised, personal and relevant.
Some default fields you can use
Some fields are already available inside your account and do not need to be created manually.
You can use these fields in emails and messages to personalise your content.
Hi {{contact.first_name}}, thanks for booking with us!
Using fields like this means you do not have to send each customer or client an individual message every time. The system can automatically pull in their details for you.
Why this saves time
By using custom fields, you can send more personalised messages without writing each one manually.
For example, instead of typing each client’s first name into every message, the platform can automatically insert it for you.
If the contact’s first name is Sarah, the message will show as:
Hi Sarah, thanks for booking with us!
Where to find custom fields
To view your custom fields:
- Click Settings from the menu on the left.
- Click Custom Fields.
- You will see the custom fields available to your account.
From here, you can view the fields already available and create new ones if needed.
Quick tips
- Use custom fields to collect information that is actually useful for your business.
- Keep field names clear and easy to understand.
- Use fields in emails and SMS to make messages feel more personal.
- Check your existing custom fields before creating new ones, as the field may already exist.
Field Description Tag Example
First Name {{contact.first_name}}
Last Name {{contact.last_name}}
Email Address {{contact.email}}
Phone Number {{contact.phone}}
Full Name {{contact.full_name}}
Address {{contact.address}},
Postcode {{contact.postal_code}}