Contact custom fields let you add extra, customizable information to each client’s profile. You can configure them based on your needs and decide whether they will be visible to your cleaners.

Click any GIF to view it in full screen.

Click on the Settings icon and then Contacts, then Contact custom fields.

On the Contact custom fields page, click the Add contact custom field.
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In the pop-up window, choose the field type:

Hide From Cleaners → Check this box if you don’t want the field visible to cleaners.

Checked By Default → Available only for Checkbox fields. Makes the box checked automatically.

Click Save to create the field

Click on Save changes to update your changes.

In the Actions column, you can edit or archive any fields.

When you create or edit a contact profile, the Contact Custom Fields you set up will appear and be available to fill in.

A Contact Custom Field stores information that stays the same for that client across every appointment. An Appointment Custom Field stores details that change from one appointment to the next.

If you need stable client info (e.g., number of pets), use a Contact Custom Field. If the info varies each visit (e.g., special notes for that day), use an Appointment Custom Field.

You can run a Revenue Report ONLY when you create the Dropdown type of Customer Custom Fields.