Client Fields, Forms, and Contracts each collect information in a different way, and choosing the right one from the start saves you from rebuilding later. This Spotlight video shows you how to tell them apart in just over a minute.
Watch the video
What you'll learn
- Use a Client Field for permanent info that lives on the client's profile, like allergies or a birthday.
- Use a Form for questions tied to one service or a handful of clients.
- Attach a Contract when you need a legal signature. Only a Contract can collect one.
Quick reference: Client Fields vs. Forms
Client Fields are custom fields that live right on the client's profile.
- Set one up: Go to Settings > Client Fields, tap +, and add a name and field type. Mark it required if needed.
- Choose "Show field on": client, booking, product order, or sub-account record.
- Choose "Show during checkout" if you want clients to fill it in themselves.
- Best for: info that applies to almost every client and service and doesn't change much, like a birthday, allergies, or vaccination date.
- View it: Go to Client > Edit > More details.
Forms are standalone questionnaires you send, attach, or fill out for a client.
- Set one up: Go to Settings > Features and toggle on "Forms." Then go to Settings > Forms, tap +, and choose "Create a form." Add a name, intro, and questions, and attach a contract if you need a signature.
- Best for: info specific to one service or a few clients, or anything that needs a signature, like intake forms, waivers, and feedback.
- View it: Use the Forms dashboard on the home page, or go to Client > History > Forms for a specific client's responses.
Ask yourself:
- Does this apply to almost every client and every service, and stay the same over time? Use a Client Field.
- Is this only relevant to one service or a handful of clients, or does it need a signature? Use a Form.
Note: A Client Field can't collect a legal signature. Attach a Contract to a Form when you need one.