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Custom Staff Fields

Pike13 lets you create additional fields so that you can collect pertinent information for your business. These fields can be required, optional, or hidden.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Creating Custom Staff Fields

  1. At the top of any Pike13 page, click Settings, then Advanced Settings
  2. In the Client Signup section, click Custom Staff Fields.
  3. Click + Add Field.
  4. Click + Create New Field.
  5. Fill out the following fields:
    1. Custom field name shows up in the staff profile.
    2. Why ask for this? Explain to staff why this information is being requested.
    3. Which answer options do you want to offer?
      1. Freeform text so that the staff member may answer the question as they see fit
      2. Date only e.g. The date of expiry for a work certification
      3. List of choices that you define
        1. Let people choose multiple options
        2. Add an option, such as Small, Medium or Large for t-shirts.
      4. Yes or No answer
    4. Is this field required when staff members claim their accounts? Required, optional or not shown.
    5. Is this field used in staff member profiles? Shown to all staff members, only managers and owners, or not shown.
    6. Is this field required, optional, or hidden during client signup? Required, optional or not shown.
    7. Is this field used in client profiles? Shown to clients and all staff members, shown to staff members only, or not shown.
    8. Can this field be used when creating documents? Shown or not shown.
    9. Sync this field to MailChimp Enable to send this information over to MailChimp.
  6. Click Save.