Custom fields

Custom fields let you keep extra information against every customer that the standard fields don't cover — an allergy note, a loyalty tier, a birthday, or anything else you track.

CRM must be switched on for your account for this to appear. If you don't see it, see Set up CRM for your account.

Where to find it

From the sidebar, open Custom fields under the CRM section.

Add a field

1. 1

   Click Add field

   The Add field button (purple) is below your list of existing fields. If you have none yet, you'll see a short note and the button. Clicking it opens an inline editor right there on the page — no new screen.

2. 2

   Give it a label

   The Label is what you'll see on the customer form and profile — for example "Allergies" or "Loyalty tier". Up to 60 characters. A Key (the internal name) is filled in for you from the label; you rarely need to touch it.

3. 3

   Choose the type

   Pick how the value is entered (see the list below). For a Choice or Multiple choice field, a Choices box appears — type each option and press Enter to add it.

4. 4

   Save

   Click Add field. It appears straight away on every customer — on the add/edit form and on their detail page.

Field types

Each type controls what staff can enter, and how it's shown:

• Text — free text, up to 1,000 characters. Use it for notes, allergies, short answers.
• Number — numeric values only (a number input). Two number fields read back in words rather than digits: the ones keyed dogs and high_chairs, which the Dogs and High chairs booking widgets create for you. They show as 2 dogs / No dogs and 2 high chairs / No high chairs. Every other number field shows the figure you'd expect.
• Date — a single date, picked from a calendar — birthdays, sign-up dates.
• Yes / No — a simple tick box that stores Yes or No.
• Choice — a dropdown of options you define. It's single-select — the customer's value is one of your options (or none).
• Multiple choice — options you define, where more than one can be picked. Use this where a single answer isn't enough — allergies being the obvious one, since a guest can have several. On the allergen list, milk shows as Dairy on bookings and on the customer's profile — see Allergen and occasion custom fields.

All types can be filled in or changed at any time when you edit a customer. They aren't part of the customer search (search covers name, email and phone) — use tags if you need to filter by a value.

Filling a field in

Creating a field doesn't fill it in — it just adds the field. Open a customer (or Add customer), click Edit, and your custom fields appear in a Custom fields section at the bottom of the form. Fill them in and Save changes. See Add or edit a customer.

The property name (for phone and CRM tools)

Each field on the list shows its property name under the label — written as custom: followed by the field's key, for example custom:allergies or custom:loyalty_tier. This is the exact name the value is stored under on the customer. An external tool that reads your customers — a phone system that pops the caller's details, or your marketing CRM — uses this name to find the value.

The standard CRM Sync push to HubSpot/Salesforce sends name, email, phone, spend, visits and last-visit — it does not carry custom fields, notes or tags.

What's next

• Allergen and occasion fields — flag safety alerts and celebrations
• Edit or delete a custom field — rename, reorder, remove
• Add or edit a customer — fill the fields in

Sending a field to your marketing CRM

Each field has a Send to my marketing CRM switch, off by default.

Turn it on and that field starts appearing on the contact in HubSpot or Salesforce from the next sync, so you can segment on it — a "Loyalty tier" field becomes something you can build a campaign audience from.

It is off by default on purpose. Custom fields tend to collect notes that were only ever meant for your team, and once a field has gone out to your CRM you cannot pull it back. Turn on the ones you actually want to market with.

Salesforce needs a one-off setup step. Salesforce does not let us create fields for you, so your Salesforce admin adds a matching field once — a field keyed loyalty_tier needs Yeti_Custom_Loyalty_Tier__c. If one is missing, the connection tells you exactly which. HubSpot needs nothing; we create the properties for you.