Adding custom references to customers
Up to three custom references can be added to your customers once they’ve been added to your account, via their individual customer record. These references are then reflected on both your Customers overview page and their individual customer record within your dashboard.
Please note: If you’re looking to add a custom reference to a customer record prior to inviting them to set up, please see Set up customers via CSV.
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Click Customers or locate your customer via the search bar
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Select the customer
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Click on the three dots in the top right corner and select edit
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Scroll down and click add custom fields
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Choose or create a new custom field *
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Enter a reference value
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Click Update customer
* Creating a new custom field
The custom field refers to the label for the type of reference you’re adding, and is particularly useful if you’re adding more than one reference to customers as you can toggle between them on the Customers page.
Example:
If you offer several membership tiers to your customers, you might use ‘Membership’ as the custom field and then add the respective tier name to each customer as the value, e.g. ‘Gold’, ‘Silver’, etc.
If you also offer separate support packages, you may want to add ‘Support’ as a second custom field and then add the relevant package value to each applicable customer, e.g. ‘Premium’.
Deleting Custom Fields
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Head to the Customers tab
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Select a customer
- Click on the three dots in the top right corner and select edit
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Under the Add custom fields, you should see an option called Delete pair
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Press Save