Our standard customer details capture form usually captures enough information for most organisations. However, should your organisation wish to capture more specific information, you can do this via our Custom Fields feature.

You can create any custom field you like, which you can then label to suit your organisations needs. For example, if you want to capture a Vehicle Registration number, you can create a Custom Field labelled 'Vehicle Registration number' and this field will then be prompted for each member/customer to complete via their own profile.

They will have access to update this information 24/7 and you will be able to search against it in the members grid too.

You can create as many custom fields as you like and can use them to capture whatever information is relevant at your organisation eg, car reg, rod licence number, non-fishing partners name etc.

To add a new custom field, go to Settings and then Club Info

Then click on the Members Area tab at the top. You'll see here the option to 'Add new field.'

When you are ready to add a new Custom Field, click this button and a new box will appear.

Enter the label of the new Custom Field eg, Vehicle Registration Number.

You can select if the field is mandatory by selecting the tick box

You can also select the response type from the dropdown menu and then click Save changes.

If you wish to lock the field down to Staff only, select Staff only. If it is set to 'Members', it will be visible on the individuals profile.

IMPORTANT: As soon as you click save changes, this field will be available for customers to update. Only add the field when you are ready to capture this information.

Custom fields are located at the bottom of the member profile underneath the Source dropdown box.

You can search for the data held within a custom field via the members grid. For example, if you wanted to find out who drives car reg ABC 123, you could enter this data in the members grid and it will produce the results for you to review.

Admin users can update the custom field via the members profile and the member/customer can update the field via their own secure access.

They will be prompted to complete this information when they buy a membership or book a ticket. They can also update the field at any time via the Update your details button in their profile.

Dropdown option for custom fields

Have you ever wanted to ask your members and customers some simple questions?

Now you can by adding a custom field with dropdown options created by yourself

As above, head to settings>club info>members area and add a new custom field. In the selection box, choose dropdown as the option

Add your question, and then as many answers as you like. In this case we're asking anglers what their favourite angling discipline is, but you can choose any question that offers a variety of answers

As before, you can choose whether or not to make this field mandatory, and next time a member heads to their profile or makes a purchase they will be asked to answer the question

This choice is then visible in the members profile, and remember, you can search these terms in the members grid, so if you want to just email the carp anglers, or you've got regular comms for the predator anglers, you can filter them this way