Customer Custom Attributes are text, list, and toggle fields that can be added as fields on customer records. You can set up as many as you need, and can contol how they are displayed in your customer records using the Customer Custom Attribute layout.

Booking questions on Plans (Programs, Memberships, Passes, and Agreements) can be configured to update these fields when a contract is first submitted/completed. Fields can also be manually edited by staff with the correct permission.

These fields can also be set to trigger an alert, or add a hilight to a customer at check in and in customer grid view when the field is missing content, or not set to alert at all and simply be viewable and reportable on a customer record.

Customer custom attributes trigger alerts - contracts do not directly trigger alerts. For example, the waiver agreement can be configured to update a waiver toggle attribute. It is this attribute on the customer record that controls the alert - NOT the waiver agreement contract itself. Find out more about setting up your waiver here.

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

With List 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 (like for your 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.

• No Expiration means the field will never be automatically cleared by the system. Future contracts may update the field, if configured to, and staff may manually edit, but the system will never clear it automatically.
• Fixed Expiration means that this field will be cleared/reset for all customers on the same date - whatever date you set. For example, if you want all your customers to be alerted to sign a new waiver on the same date, use the Fixed Expiration setting (and make sure you enable the Facility Global Alert setting too!)

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

• Relative Expiration means that this field will be cleared/reset relative to the date it was updated/created on the customer’s record.

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 hilights 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: does not alert at check in but displays in yellow if the field is missing. The warning hilight 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

Adding the Attributes to your Customer Records

You MUST create a customer custom attribute layout to view the customer custom attributes on the customer record.

You can only have one layout per location, and the layout will be used by the customers with that home gym on the general tab of their customer record.

Create a Customer Custom Attribute Layout

1. Go to Manage > Organization & Facility Settings > Customer Custom Attributes
2. Click +Create New Customer Custom Attribute Layout.
   • Private toggle means that this layout will only be able to be made active at the location where you are making this from. Toggle OFF to use this layout at multiple locations.
   • Name is the layout name as shown in the Customer Custom Attributes page.
3. Click Open Editor to being creating tabs and adding fields.
   

4. In the editor, you will create the layout.

   1. All active attributes will be shown here, each with an arrow indicating that they have NOT been added to a layout. An attribute MUST be in a layout to display on the customer record.

   2. On the right, click +Add New Page to create a tab, then click the pencil next to the title to name it.

   3. With a tab selected, click the Arrow next to the Attribute to add it to that tab

   4. Reorder any attributes within a tab by clicking and dragging; remove an attribute by clicking the

      

   5. Once the facilities have been assigned, you can go to any customer record to view these fields

      • Open the customer record and click Edit at the top of the screen
        

      • The tabs from your Layout are shown after the standard ‘General’ and ‘Address’ columns.
        
   6. You can now proceed with creating plans that point to these customer custom attribute fields you created.

Viewing Attributes on your Customer Records

Attributes with content (have text in a text attribute, have the toggle ON, and have a selection other than -none- in a pulldown menu) are shown on the customer’s Summary page and in the Customer Sidebar.

If the field is blank/off/none, then the field title does not show in these places. Display order matches the order in the tabs you created (without the tabs) in the Customer Custom Attribute Layout

Updating Attributes with Plan Question Answers

See the Questions Configuration Spoke here

Updating Attributes with a plan using the Big Edit menu > Customer Record Updates tab

See here