Custom Fields

Custom Fields allow your facility to collect extra information from customers during registration or checkout and store it directly on their customer profiles or the event. This can include information such as allergies, preferences, skill level, agreements to terms, and more.

Where to add and find Custom Fields

In your Admin dashboard, go to Settings > Custom Fields. From here, you can:

• View existing custom fields
• Add new fields
• Edit fields
• Delete fields

Adding a Custom Field

To create a new custom field:

1. Click + Add Field
2. Select a field type
3. Enter a label and question for your field
4. Save your changes

Field types available

• Text: A short written response. Useful for allergies or notes.
• Number: Accepts numeric values only. Useful for jersey numbers or age
• Single-select: A dropdown where one option can be selected. Useful for hand preference or skill level
• Multi-select: Allows multiple selections. Useful for goals or interests
• Date: A date picker. Useful for date of birth
• Checkbox: A simple yes or no option. Useful for terms and conditions

Editing and deleting Custom Fields

Each custom field has two icons on the right:

• The pencil icon lets you edit the field's label, question, or options
• The trash icon permanently deletes the field. This cannot be undone.

Where do custom fields appear?

Custom Fields can appear in:

• The customer registration or account creation process
• The booking process for service or event sign-ups

This allows you to collect information either during account creation or when customers register for specific services.

Collecting Custom Field information during the Account Creation process

To add Custom Fields to your facility registration form:

1. In Admin, go to Settings > Registrations
2. For Additional Information, click on Add Custom Field
3. You can create a new Custom Field or select Add From Existing
4. You can mark whether the field is required to complete, or if left as off, it will be optional

Collecting Custom Field information during the event sign up process

You can also collect Custom Field information for specific services such as classes, lessons, rentals, camps, or events.

To configure this:

1. In Admin, go to Services
2. Select the relevant service type (Classes, Lessons, Rentals, Camps, etc.)
3. Open the specific, individual service
4. Expand Advanced Settings
5. Under Additional Checkout Details, add or select the Custom Fields you want to include
6. Click Save

Viewing customer responses to Custom Fields

Customer registration responses

If you've added Custom Fields to the customer account creation process, you can find the responses by:

1. Open the customer's profile in Admin
2. This will automatically open to the Profile section
3. Under the Custom Fields section, review the submitted responses

Their submitted answers will appear there for staff to review and reference later. The facility is able to update the response directly from this view, and the customer can also update their response through their own Swift account too.

Event or service registration responses

If a Custom Field was added to a service or event registration form, responses can be viewed from the Service Form page.

To view them:

1. In Admin, go to Services
2. Select the relevant service type (Classes, Lessons, Rentals, Camps, etc.)
3. Open the specific, individual service or event
4. Go to the Participants section
5. Select Columns, and toggle the relevant Custom Field to ON
6. Review participant responses directly from the table