--- title: Custom Fields and Labels description: This article provides comprehensive guides on creating and managing custom fields and labels in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/data-fields/labels#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en) 3. [Data](https://support.pabau.com/en/pabau2/business-details?hsLang=en#data) # Custom Fields and Labels ## This article provides comprehensive guides on creating and managing custom fields and labels in Pabau.  **Table of Contents:** [1. How to Create a Custom Field](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-create-a-custom-field) [2. How to Edit a Custom Field](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-edit-a-custom-field) [3. How to Delete a Custom Field](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-delete-a-custom-field) [4. How to Create a Label](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-create-a-label) [5. How to Edit a Label](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-edit-a-label) [6. How to Delete a Label](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-delete-a-label) [7. How to Assign a Label to a Client](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-assign-a-label-to-a-client) [8. How to Remove a Label from a Client](https://support.pabau.com/en/pabau2/data-fields/labels#how-to-remove-a-label-from-a-client) --- ### How to Create a Custom Field Custom fields offer a way to tailor Pabau according to your specific requirements. Whether you need to capture specific information about clients, leads, appointments, products, staff, locations, or services that aren't initially available, this feature allows you to create it yourself easily. #### **Step 1: Access Custom Field Setup** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Fields](https://app.pabau.com/setup/custom-fields).      ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-24-2026-02-08-29-9862-PM.png?width=670&height=315&name=image-png-Aug-24-2026-02-08-29-9862-PM.png)     **NOTE:** You can also learn about [this topic](https://academy.pabau.com/courses/get-started/lessons/other/topics/custom-fields/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/). #### **Step 2: Initiating Custom Field Creation** Click on the "Create" button located in the upper right corner. Choose the category for which you'd like to create a custom field. ![How to Create a Custom Field\_1](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Create%20a%20Custom%20Field_1.webp?width=621&height=306&name=How%20to%20Create%20a%20Custom%20Field_1.webp) #### **Step 3: Custom Field Configuration** In the custom field creation modal, input the necessary information: - **Name:** Provide a name for the custom field. - **Category:** Select the category under which the field will appear. You can create additional field categories by clicking on "New Category". - **Field Properties:** The toggles vary depending on the field type, but the "Required" toggle is always available. Enabling it ensures that the newly added field must be filled out before finalizing the creation of the specific object. - **Field Type:** Field type refers to the range of input options available for the field being created. For example, if you select "Date," you'll be able to choose the date from a calendar when filling out the field. On the other hand, if you choose a selection-based field (Multiple Choice, Single Choice, Dropdown), you'll need to add the options while creating the field. - **Visibility Options:** Toggle to hide or show the field. If marked as required, the field cannot be hidden. Enabling the toggle reveals additional options for controlling visibility. ![How to Create a Custom Field\_2](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Create%20a%20Custom%20Field_2.webp?width=450&height=454&name=How%20to%20Create%20a%20Custom%20Field_2.webp) #### **Step 4: Confirming Custom Field Creation** Once all necessary details are filled, click on "Create" in the upper right corner to confirm and create the custom field. By following these steps, you can create custom fields in your Pabau account, allowing you to capture and manage specific information tailored to your business needs. --- ### How to Edit a Custom Field #### **Step 1: Access Custom Fields** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Fields](https://app.pabau.com/setup/custom-fields).  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-24-2026-02-10-36-2442-PM.png?width=647&height=304&name=image-png-Aug-24-2026-02-10-36-2442-PM.png) #### **Step 2: Selecting the Field to Edit** Locate the custom field you wish to edit and click on its name. You can utilize the search bar in the upper right corner to quickly find the desired field. ![How to Create a Label\_1](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Create%20a%20Label_1.webp?width=596&height=292&name=How%20to%20Create%20a%20Label_1.webp) #### **Step 3: Making Changes** Once in the editing interface, make the desired changes to the custom field. The editing process closely resembles that of [creating a new field](https://support.pabau.com/en/pabau2/how-to-create-a-custom-field?hsLang=en). #### **Step 4: Saving Changes** After making the necessary adjustments, click on "Save" located in the upper right corner to confirm and save the changes. By following these steps, you can edit custom fields in your Pabau account, ensuring that your data remains accurate and up-to-date. --- ### How to Delete a Custom Field #### **Step 1: Access Custom Fields** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Fields](https://app.pabau.com/setup/custom-fields).  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-24-2026-02-11-24-0889-PM.png?width=670&height=315&name=image-png-Aug-24-2026-02-11-24-0889-PM.png)   #### **Step 2: Selecting the Field to Delete** Locate the custom field you wish to delete and click on the three dots icon on the right. ![How to Delete a Custom Field\_1](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Delete%20a%20Custom%20Field_1.webp?width=668&height=294&name=How%20to%20Delete%20a%20Custom%20Field_1.webp) #### **Step 3: Initiating Deletion** From the available options, click on "Archive". #### **Step 4: Confirming Archival** A system warning will appear, informing you that archived fields can be restored within 90 days. After 90 days, they are deleted automatically. Click on "Yes" to confirm and proceed with the archival. Upon confirmation, the custom field will be archived and marked for deletion. By following these steps, you can efficiently delete custom fields in your Pabau account, maintaining an organized and relevant data structure. --- ### How to Create a Label #### **Step 1: Access Labels** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Labels](https://app.pabau.com/setup/labels). ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-25-2026-07-14-50-1041-AM.png?width=670&height=315&name=image-png-Aug-25-2026-07-14-50-1041-AM.png) **NOTE:** You can also learn about [this topic](https://academy.pabau.com/courses/get-started/lessons/other/topics/labels/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/). #### **Step 2: Initiating Label Creation** Click on the "Create" button located in the top right corner of the page. From the dropdown menu that appears, select whether you want to create a label for a client or lead. ![How to Create a Label\_1](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Create%20a%20Label_1.webp?width=596&height=292&name=How%20to%20Create%20a%20Label_1.webp) #### **Step 3: Label Details** Input the label name in the designated field and choose a color for the label by selecting from the available options. Optionally, you can use custom colors by clicking on the plus icon. Select the desired color from the color palette or input the color's hex code in the "Hex" field. ![How to Create a Label\_2](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Create%20a%20Label_2.webp?width=310&height=262&name=How%20to%20Create%20a%20Label_2.webp) #### **Step 4: Confirming Label Creation** Once you've filled in the necessary details, click the "Create" button to confirm and finalize the creation of the label. --- ### How to Edit a Label #### **Step 1: Access Labels** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Labels](https://app.pabau.com/setup/labels). ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-25-2026-07-17-03-6660-AM.png?width=660&height=312&name=image-png-Aug-25-2026-07-17-03-6660-AM.png) #### **Step 2: Selecting the Label to Edit** Locate the label you wish to edit and click on it. #### **Step 3: Making Changes** In the prompt that appears, make the desired changes to the label. The editing process resembles that of [creating a label](https://support.pabau.com/en/pabau2/how-to-create-a-label?hsLang=en). Ensure you update the label name and color as needed. ![How to Edit a Label\_1](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Edit%20a%20Label_1.webp?width=386&height=326&name=How%20to%20Edit%20a%20Label_1.webp) #### **Step 4: Confirming Changes** Click on "Save" to confirm and apply the modifications. **NOTE:** If a label has a lock icon next to it, it indicates that it cannot be edited or deleted. By following these steps, you can efficiently edit labels in your Pabau account, ensuring accurate client and lead categorization and organization. --- ### How to Delete a Label #### **Step 1: Accessing Labels** [Log in to your Pabau account](https://app.pabau.com/), navigate to the left sidebar menu, and click on [Setup](https://app.pabau.com/setup). From there, click on Data under the Business section and choose [Labels](https://app.pabau.com/setup/labels). ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-25-2026-07-18-58-7358-AM.png?width=670&height=313&name=image-png-Aug-25-2026-07-18-58-7358-AM.png) #### **Step 2: Selecting the Label to Delete** Locate the label you wish to delete and click on it. #### **Step 3: Initiating Deletion** Within the "**Edit Label**" menu, click on three dots on the right side and "**Delete**". ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-31-2026-07-48-10-7372-AM.png?width=670&height=263&name=image-png-Aug-31-2026-07-48-10-7372-AM.png)   #### **Step 4: Confirming Deletion** A prompt will appear asking if you want to remove the label. Click on "Yes, Remove the label" to confirm the deletion. The label will be deleted from your Pabau account. **NOTE:** If a label has a lock icon next to it, it indicates that it cannot be edited or deleted. By following these steps, you can effectively delete labels from your Pabau account. --- ### How to Assign a Label to a Client Labels help you categorize your clients and leads. You can also use labels to send targeted campaigns. #### **Step 1: Navigate to the Client Card** [Log in to your Pabau account](https://app.pabau.com/)and navigate to the client card of the client you want to assign a label to by using the search bar at the top of the screen.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-31-2026-07-49-11-4961-AM.png?width=670&height=185&name=image-png-Aug-31-2026-07-49-11-4961-AM.png) #### **Step 2: Locate Labels Section** Look for the labels section right underneath the client avatar. **Assign a New Label:** If your client doesn't have any labels assigned, click on "Add label" to assign a new label. **Assign an Existing Label:** If your client already has a label,  hover over the existing label to reveal the plus button. Click on the plus button and select the label you want to assign. **![How to Assign a Label to a Client\_2](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Assign%20a%20Label%20to%20a%20Client_2.webp?width=248&height=382&name=How%20to%20Assign%20a%20Label%20to%20a%20Client_2.webp) Create a New Label:** While assigning labels, you can also create a new one on the spot if needed. ![How to Assign a Label to a Client\_3](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Assign%20a%20Label%20to%20a%20Client_3.webp?width=280&height=320&name=How%20to%20Assign%20a%20Label%20to%20a%20Client_3.webp) **NOTE:** Ensure to choose labels that best represent the characteristics or categories you want to associate with your clients. You can also create new labels by following the steps in [this article](https://support.pabau.com/en/pabau2/how-to-create-a-label?hsLang=en). By following these steps, you can efficiently utilize labels to enhance your client management in Pabau, streamlining communication and marketing efforts. --- ### How to Remove a Label from a Client #### **Step 1: Navigate to the Client Card** [Log in to your Pabau account](https://app.pabau.com/)and navigate to the client card of the client from whom you want to remove a label using the search bar at the top of the screen. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Aug-31-2026-07-49-23-3508-AM.png?width=670&height=185&name=image-png-Aug-31-2026-07-49-23-3508-AM.png) #### **Step 2: Hover over their labels to reveal the plus button** Click on the plus button. Labels assigned to that client will have a checkmark on their far right. Click on the label you wish to remove. ![How to Remove a Label from a Client\_2](https://support.pabau.com/hs-fs/hubfs/Business%20Category/How%20to%20Remove%20a%20Label%20from%20a%20Client_2.webp?width=278&height=338&name=How%20to%20Remove%20a%20Label%20from%20a%20Client_2.webp) The label is now removed. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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