Custom Form Fields

Custom fields let you collect information beyond the standard fields. Create fields that match your organization’s specific needs.

Accessing Custom Fields

1. Go to Configure → Form Fields
2. View system fields and custom fields

System Fields

Each system field has three switches you can configure:

The configurable system fields are:

Click Save Changes after adjusting system field settings.

Creating Custom Fields

1. Click Add Custom Field
2. Configure the field:
   • Field Name — What users see
   • Field Type — How data is entered
   • Required field — Must be filled in?
   • Show in waitlist table — Display as a column in the waitlist?
   • Show on self-signup form — Appears on public signup forms?
3. Click Create

Field Types

Text

Single-line text input for short answers.

• Example uses: Allergies, Referral source, Special requests

Select (Dropdown)

Choose from predefined options.

• Example uses: How did you hear about us?, Preferred schedule, Program interest

Checkbox

Yes/no or true/false values.

• Example uses: Agrees to policies, Interested in newsletter, Has special needs

Date

Date picker for specific dates.

• Example uses: Preferred start date, Application date, Requested care date

Configuring Select Options

For dropdown fields:

1. Click Edit on the field
2. Add options (one per line)
3. Save

Required vs Optional

• Required fields must be filled in to save the entry
• Optional fields can be left blank
• Mark fields as required only if truly necessary

Show on Signup Forms

Control whether custom fields appear on public self-signup forms:

• Enabled — Field shows on signup form
• Disabled — Field only appears when staff adds/edits entries

This lets you collect internal-only information that contacts don’t need to provide.

Reordering Fields

Use the up/down arrow buttons to change the order fields appear in forms.

Editing Custom Fields

1. Click Edit on the field
2. Change settings
3. Click Update

Deleting Custom Fields

1. Click Delete on the field
2. Confirm deletion

Data already collected for that field is preserved but no longer displayed.

Custom Fields in Exports

Custom fields are included in CSV exports with their current values.

Example Custom Fields

Childcare

• Preferred Start Date (Date)
• Schedule Type: Full-time / Part-time (Select)
• Has Allergies (Checkbox)
• Allergy Details (Text)
• How did you hear about us? (Select)

Healthcare

• Insurance Provider (Text)
• Referral Source (Select)
• Primary Concern (Text)
• Preferred Provider (Select)

Related Articles:

• Adding Entries Manually
• Self-Signup Setup
• Importing from CSV