In this article, we'll cover how to create custom fields in Pabau.
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, navigate to the left sidebar menu, and click on Setup. From there, click on Data under the Business section and choose Fields.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
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.
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.
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.
For more guides, 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. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.