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Custom Attributes

What you'll learn
  • What custom attributes are and why they are useful
  • How to create custom fields for your client profiles
  • Practical examples of custom attributes for different business types

Custom attributes let you add extra data fields to your client profiles beyond the standard contact information. They allow you to capture and store business-specific details that matter to your operations, such as membership tiers, preferred services, allergy notes, or insurance numbers.

What are custom attributes?​

Every client profile comes with standard fields like name, phone number, and email. Custom attributes extend these profiles with any additional fields your business needs. Each custom attribute has a name and stores a unique value per client.

For example, a hair salon might add a "Hair type" attribute, while a medical clinic might add "Insurance provider." These attributes appear on every client profile, and you fill in the values as needed for each individual client.

Examples of custom attributes by business type​

Business typeUseful custom attributes
Hair salon / BarbershopHair type, Preferred stylist, Color formula, Allergy notes
Medical clinicInsurance number, Preferred doctor, Blood type, Last visit date
Gym / Fitness studioMembership tier, Training goals, Emergency contact, Trainer
Consulting / AgencyCompany name, Industry, Budget range, Contract start date
Pet groomingPet name, Pet breed, Pet weight, Special care notes
Tutoring / EducationGrade level, Subjects, Parent contact, Learning goals

Creating a custom attribute​

  1. Go to your Company Settings or navigate to a client's profile.
  2. Find the Custom attributes section.
  3. Click Add attribute.
  4. Enter the attribute name (for example, "Membership tier").
  5. Select the attribute type if applicable (text, number, date, dropdown, etc.).
  6. Save.

Once created, the custom attribute appears on every client profile in your database. You can then fill in the value for each client individually.

Filling in custom attribute values​

  1. Navigate to Empresa > Clientes and open a client's profile.
  2. Scroll to the Custom attributes section.
  3. Enter the value for each relevant attribute (for example, "Gold" for a membership tier, or "Dr. Santos" for a preferred doctor).
  4. Save the profile.

Not every attribute needs a value for every client. Leave fields blank if they do not apply to a particular person.

Using custom attributes across the platform​

Custom attributes are not just for display on client profiles. Once defined and populated, they can be used in several ways:

  • Filtering — On the Clientes page, use the Filter button to find clients based on custom attribute values. For example, filter by "Membership tier = Gold" to see all gold-tier members.
  • Workflows and automation — Reference custom attributes in automated messages or workflows. For example, send a different greeting to "VIP" clients versus "Standard" clients.
  • Reporting — Analyze your client base by custom attributes to identify trends. For example, see which membership tier generates the most appointments.
  • Personalization — Use attribute values in message templates to personalize communication (for example, "Hi {name}, your next session with {preferred_stylist} is scheduled for...").

Tips for managing custom attributes​

  • Only create attributes you will use — Too many empty fields clutter profiles and make them harder to manage. Start with a few essential attributes and add more as your needs become clear.
  • Use clear, descriptive names — Name attributes so that any team member can understand what they mean. "Pref. stylist" is less clear than "Preferred stylist."
  • Keep values consistent — If an attribute like "Membership tier" should have specific values (Gold, Silver, Bronze), consider using a dropdown type rather than free text. This prevents inconsistencies like "gold," "Gold," and "GOLD" appearing as different values.
  • Review periodically — As your business changes, some attributes may become obsolete. Remove unused attributes to keep client profiles clean.
tip

Custom attributes are most powerful when combined with tags and filters. For example, you might tag a client as "VIP" and also set their "Membership tier" attribute to "Gold." You can then filter by either the tag or the attribute depending on the context, giving you flexible ways to find and segment your clients.

Next steps​