Capture Any Data withCustom Fieldson Client Profiles
Add bespoke fields to client profiles, booking forms, and consent forms to collect precisely the information your clinic needs — no compromise, no workarounds.
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Capture Any Data with Custom Fields on Client Profiles
Add bespoke fields to client profiles, booking forms, and consent forms to collect precisely the information your clinic needs — no compromise, no workarounds.
Custom fields let a clinic capture extra information specific to its services — such as skin type, referral source or treatment preferences — on the client record. ClinicSoftware.com lets you add your own fields, so the system fits how your clinic works rather than the other way round.
What are custom fields?
Custom fields are extra data fields you define to record information the standard form does not, such as skin type or how a client heard of you. ClinicSoftware.com lets you add them to the client record.
Why use custom fields?
Every clinic tracks something particular. Custom fields let you capture exactly what matters to you and then filter and segment on it, so your data reflects your business.
Can you segment on custom fields?
Yes. Because custom fields are stored on the record, you can filter clients by them — for example targeting everyone with a certain preference — for marketing or reporting.
Frequently Asked Questions
What are custom fields?
Extra data fields you define to record information the standard form does not. ClinicSoftware.com lets you add them to the client record.
Why use custom fields?
To capture exactly what matters to your clinic and then filter and segment on it.
Can I segment on custom fields?
Yes. You can filter clients by them for marketing or reporting.
Are they on the client record?
Yes. Custom fields are stored on each client's profile.
How It Works in ClinicSoftware
01
Decide what extra data you need
02
Add custom fields to the client record
03
Capture the data at registration or visit
04
Filter and segment on it
Custom Fields allow you to extend the standard ClinicSoftware client profile with any additional data points your specific business requires. Create text inputs, dropdown lists, date pickers, checkboxes, or numeric fields and attach them to the client profile, the online booking form, or pre-treatment questionnaires. All custom field data is fully searchable, filterable in client list reports, and exportable to CSV — giving you a truly tailored CRM.
How It Works
01
Navigate to Settings then Custom Fields and click Add New Field.
02
Choose the field type from the options: text, number, date, dropdown list, checkbox, or multi-select.
03
Enter the field label and, for dropdown fields, add all the selectable option values.
04
Set the field behaviour: mark as required, visible to clients at booking, or restricted to staff-only view.
05
Assign the field to a location: client profile, booking form, or consent form — it appears immediately on save.
Key Features
tuneFree-text input fields
tuneDropdown option lists
tuneDate picker fields
tuneCheckbox and multi-select
tuneRequired field enforcement
tuneClient-visible booking fields
tuneStaff-only internal fields
tuneSearchable and exportable data
Pro Tips
lightbulbUse dropdown lists instead of free text wherever you need consistent, reportable data across your client base.
lightbulbMark medically relevant fields as required on the booking form so no appointment proceeds without the data.
lightbulbA How did you hear about us dropdown is one of the most valuable marketing attribution fields you can create.
lightbulbReview your custom field list quarterly and archive any fields that are no longer actively used.
Feature Illustration
imageCustom Fields
Feature illustration
Try It Free
Get full access to Custom Fields and every other feature in ClinicSoftware.com — no credit card required.
