This example shows how to create your customer custom attribute layouts. For a full description on Customer Custom Attributes, check out this article.

Overview

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.

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.