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Create and manage user fields
Create and manage user fields

User fields allow clubs to collect and manage specific data for all users or contacts. You can customize visibility, make fields mandatory, or create your own fields.

Updated over 4 months ago

Steps to add default user fields

  1. Navigate to User Fields.
    From the top level of the organization, click Settings and select User Fields.

  2. Expand the default fields list.
    Click Expand to view the available default fields.

  3. Activate fields or mark them as required.

    • Use the three dots next to a field to activate it or make it required.

    • Required fields will be mandatory for users to complete during their next login.


Steps to create custom fields

  1. Navigate to User Fields.
    From the top level of the organization, click Settings and select User Fields.

  2. Click "Create custom field."

    • Open the dialogue box to configure your custom field.

  3. Choose the data type.
    Select the input type for the field, such as:

    • Short text

    • Phone number

    • Email address

    • Attachment (e.g., image, file, etc.)

  4. Add field details.

    • Enter a title for the field.

    • Provide an optional description for additional context.

  5. Set visibility.

    • Choose whether the information is shown on the contact card (for admins in Management > Contacts) or the profile (for coaches in the Team tab).

  6. Make the field required (optional).
    If the field is marked as required, users must input the data the next time they log into the app.

  7. Configure options (if applicable).
    If the field type is single choice or multiple choice, input the possible answers:

    • Single choice: Only one option can be selected.

    • Multiple choice: Users can select multiple options.

  8. Save the field.
    Click Save to finalize your custom field.


Steps to rearrange user fields

  1. Edit sort order.
    Click Edit sort order to adjust the order of user fields.

  2. Rearrange the fields.
    Drag and drop fields into the desired sequence.

  3. Save the new order.
    Confirm the changes to organize the fields as required.

By following these steps, you can effectively manage user fields, ensuring your organization collects the necessary information efficiently.

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