Who can use this feature?
✓ Primary Owner
✗ Limited Staff
- More information about Pike13 Plans and Roles
Pike13 lets you create additional fields so you can collect pertinent information to your business. These custom fields can be required, optional, or hidden and you can specify who can see the fields and the information collected.
Create a Custom Staff Field
- Go to Settings > Advanced Settings
- Select Custom Staff Fields under Client Signup
- Click + Add Field
- Choose if you wish to use an existing field or create a new one?
- Use an existing field
- If you wish to have a custom field for clients also be filled out by staff, you can choose to use an existing field. Once the field has been chosen, you will be prompted to configure this field for staff members.
- Create a new staff field
- Select Create New Field
- Add Custom field name
- Enter a description of the field to staff, if needed
- Which answer options do you want to offer?
- Your choices are:
- Freeform Text
- Date Only
- A list of choices that you define which also allows you to Let people choose multiple options
- Yes/No answers