Overview

Customer Custom Attributes are customizable fields—text, list, or toggle—that can be added to customer records. You can create as many as needed and control their placement and visibility using the Customer Custom Attribute Layout.

How They Work:

• These fields can be automatically updated through booking questions when a contract (Program, Membership, Pass, or Agreement) is submitted.

• They can also be manually edited by staff with the appropriate permissions.

• Attributes can be configured to:

  • Trigger alerts at check-in or in the customer grid view when missing or set to specific values.

  • Highlight customer records for easy identification.

  • Or remain view-only for tracking and reporting purposes.
    
     

    Alerts are triggered by customer custom attributes, not by the contract itself. For example, a waiver agreement may be set to update a "Waiver Received" toggle attribute. The alert is based on that attribute—not the waiver contract directly.

Creating Customer Custom Attributes

Go to Manage > Organization & Facility Settings > Customer Custom Attributes

• Click ‘Create New Custom Attribute.’
• Name your attribute - This is what will show on the customer record if it is added to a layout.
• Add Optional Hint Text, which shows in the description and on hover

Attribute Types

Once an attribute is created, the Attribute Type CANNOT be changed.

Text Field

Text fields are just free text fields, useful for things like Emergency Contact, Emergency Contact Phone, etc.

List

Using Lists, you can create a List of options to be selected from. By default, the list will show a None option that can be used to ‘clear’ the field.

Toggle (Ex: Waiver Alert)

A toggle is something that is set On or Off, and your Plans can be configured to turn this toggle on or off when a contract for that plan is completed.

Expiration Settings

All attributes can be configured to expire or not. If the attribute has a Facility Global Alert Setting turned on, the expiration date set here will re-trigger the alert on the customer record.

• Selecting No Expiration means the field will never be automatically cleared by the system. While future contracts can update the field (if configured to do so), and staff can manually make changes, the system itself will not clear the field at any time.

• Selecting Fixed Expiration means the field will be cleared or reset for all customers on a specific date you choose.

  For example, if you want all customers to be prompted to sign a new waiver on the same date, use this setting. Do not forget to enable the Facility Global Alert setting to ensure the alert is triggered when the field expires.

Fixed Expiration is based on a specific date. Once that date passes, the next expiration date must be updated on the customer custom attribute

• Selecting Relative Expiration means the field will be cleared or reset based on the date it was last updated or created on the customer's record. The expiration occurs after a set number of days, months, or years from that date.

There are two additional Expiration settings that function IN ADDITION to the expiration date settings above.

Relative to Last Visit: This can be used to base the expiration date on how long ago their last visit was and is used in conjunction with the No Expiration, Fixed Expiration, Relative Expiration.

• Use No Expiration if you want the expiration solely based on last visit.
• Use Fixed or Relative to trigger a fixed or relative expiration date that would also trigger by last visit - whichever came first.

Expires at Age: Set an age that a field should expire. For example, add 18 here to expire the field when the customer turns 18. This is in addition to the expiration settings above.

 

Facility Global Alert Setting

This setting controls whether this field will alert when it is empty, or just highlights the information for staff without triggering a check in alert.

Alert Levels

• Alert: Triggers an alert at check in. The alert shows in Red in the customer grid view as well as in the customer record and sidebar
• Highlight: Will not alert at check in but displays in yellow if the field is missing. The warning highlight is shown on the customer profile and in the sidebar shown at check in and anywhere the sidebar is opened.

• Message: List the word to be shown after the Customer Custom Attribute field name in the warning. For example, for an attribute named ‘Waiver,’ adding the message 'Missing' creates Waiver:Missing
• Facility: Set the facilities where this alert should trigger

Viewing Attributes on your Customer Records

To view Customer Custom Attributes on a customer’s record,you must create a Custom Attribute Layout.

Each location can have only one layout, which will automatically apply to all customers whose home gym matches that location. The layout appears on the General tab of the customer record.

Customer Custom Attributes with content—such as filled text fields, toggles set to ON, or dropdowns with a selection other than -none-—are displayed on the customer's Summary page and in the Customer Sidebar.

If a field is empty, set to OFF, or has -none- selected, the field title will not be shown in these areas.

Attributes display in the same order as defined in your Customer Custom Attribute Layout (excluding tab groupings).

Updating Attributes with Plan Question Answers

See the Questions Configuration Spoke article here.

Updating Attributes with a Plan Using the Big Edit > Customer Record Updates tab

See the Individual Plan Settings Big Edit article here.