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You can create your own data fields for your customers by clicking on the Admin button, which is your username in the upper right and going to Settings > POS Settings > Customers.

If you scroll down below the Rewards settings, you'll see the Customer Profile Organization area, and the different Sections that are already in place for you. Those default Sections include Contact Information, Address, and Other, and they cannot be deleted. You can drag and drop them into whatever order works best for you using the icons on the far left, and you can edit the data fields and add new ones to a section by clicking on its pencil button on the far right. If you wish to make your own custom section for customer data, such as the Club Membership section below, click the +New Section button.

Here is an example of what is in the Club Membership section in our custom example. Note that in addition to being able to configure custom data fields, you also have check-boxes that enable you to control what data is Visible and Editable for customers who use the Customer Login of your website.

You'll notice that for any of the default Sections, you cannot edit the Section title. You are able to click the drop-list for a new input field of your choice, and you can add as many as you like. There are several types of data fields you can add:

Here are the different kinds of data fields you can add, and the kinds of information you might use them for:

Please Note: It is extremely important that you DO NOT enter any sensitive information about a customer in any of these custom fields. They are not considered to be secure, since people in your organization will have access to the information. Things like social security numbers, passwords, or credit card information to name a few things should never be entered into this system. To keep our system secure, we reserve the right to remove any such data you may accidentally add to this area. This is for your protection and the protection of your customers.

1. A Text field allows you to enter any amount of text about a topic and save it for the customer. For example, you might list out hobbies, or enter payment preference, rental details, or really anything that would require you to write more than a few words.
2. A Single-Line Text field is ideal for simple information such as a job title, name, or favorite hobby as in the example below.
3. A Numeric field will allow you to enter numbers only about some topic for the customer. For example, you could track the family size associated with a customer, age, shoe size, etc.
4. A Phone Number field will format the numbers for a phone number for your country, and can be for a Fax number, or some other special number not already in the list.
5. In a Dropdown you can specify a list of any number of options, and then pick one that would apply to the customer. For example, you could track their outdoor interests, or their skiing skill level if you do ski rentals, etc.
6. An Address input inserts fields for comprehensive address info, including fields for Street, Address, City, Zip, State, and Country, as seen in the example below. A business or company address is a common use for this field.
7. A Date field will allow you to click and choose a calendar date for whatever the date is about. For example, you could put in a date for the most recent class the customer attended, or a date for their ski season start.

Please note that after you add any custom fields you want, in the Edit Customer Profile Section panel you will need to click the Save button at the bottom. You will ALSO need to click the Save button at the bottom of the Customers tab of your POS Settings in order for those changes to be saved.

Here is how the above fields appear in the system for an example customer:

You can create any number of Sections you might need for different types of information, and everything you create will appear in a running list on the Details tab of each Customer, whether you use it for each customer or not.