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Configure Your Client Custom Fields

If you want clients to share additional information when signing up on your website — such as their birthday, phone number, or other data — custom fields are the tool for that. 

Available field types

You have two types of custom fields to choose from:

  • Date — Displays a calendar so the client can choose a date. Commonly used to request a date of birth.
  • Long text — Allows the client to type their answer freely.

How to find and configure custom fields

Go to Settings → Custom Fields to access and manage your fields.

 

 You can also make fields required by enabling the corresponding toggle so clients must fill them out when signing up.


How to add a client's birthday

A client's birthday can be set directly from their profile, in addition to being available as a custom field on the sign-up form.

  1. Go to the client's profile (Admin or Web App).
  2. Scroll down to the Summary section.
  3. Click + Add.
  4. Select Birthday / Date of Birth.
  5. Use the date selector to choose the correct month, day, and year.
  6. Click Update General Details to save.

The system automatically validates the date to prevent invalid entries (e.g., February 30).

Once saved, a cake icon will appear next to the client's name in:

  • Their profile
  • Class rosters
  • The schedule overview

  

Tip: use birthdays to personalize client experiences and build stronger community engagement in your studio.

Frequently Asked Questions

Can I enter invalid dates? No. The system automatically validates the date before saving.

Can I make a custom field required? Yes. Enable the required field toggle from the Custom Fields section in Settings.

Where is the birthday indicator shown? It appears next to the client's name with a cake icon in the client profile, class rosters, and the schedule overview.

Do custom fields appear in reports? Yes. You can view custom field information in the Contact Details report under Analytics → Contact Details.