Before You Start
Make sure you've read the Custom Fields introduction so you understand the available types (Text, Long Text, Number, Amount, Image, Phone Number, Email, Date, and Options) and when to use each one. You'll be choosing a type for every field you create, and it's important to pick the right one upfront.
Where to Find Custom Fields
From the top navigation bar, click the Settings icon (⚙️). Under the Library & templates section, click Custom Fields. On some staff accounts the card sits under Library instead, or type "Custom Fields" in the Search settings box.
How to Add a Custom Field
Click Add Data Field at the top right of the Custom Fields page. A New Data Field panel opens with two fields to fill in.
Enter a Field Name — this is the label your team will see, so be specific. "Service Type" is much clearer than just "Type." If you have similar fields across different services, include the context in the name — for example, "Bag Service Type" and "Bag Issue" are easier to manage than "Service" and "Issue."
Choose a Data type from the dropdown. If you're not sure which type to pick, refer to the Custom Fields guide for a breakdown of all nine types with examples.
- Click Save.
Your new custom field will appear in the table and is immediately available to use in your Flows: when you add a step in Settings → Flows, it is listed under Your custom fields.
Working with Options
If you selected Options as the Data type, you'll see additional settings below the type selector. This is where you define the choices your team can pick from.
Adding Option Values
Click Add Option to add a new row
Type the option value (e.g. "Leather")
Repeat for each choice you need
Option Toggles
Below the options list, you'll see four toggle switches. All are off by default.
Multi-line display — When turned on, the options display vertically (one per line) instead of in a compact row. Turn this on if you have many options or long option labels, so your staff can read them more easily on the screen.
Enable quantity per option — When turned on, your team can enter a quantity next to each option they select. This is useful for fields like Pickup Quantity where a customer might have 3 shirts, 2 pants, and 1 jacket — your staff selects each item type and enters how many.
Enable “Add Other” — When turned on, an extra free-text field appears at the end of the options list. This lets your team type in a value that isn't on your predefined list. Useful for fields like Bag Brand where you can't list every brand — your staff picks from common ones but can type in a rare brand when needed.
Allow multiple selections — When turned on, your team can select more than one option at a time. This is useful for fields like Bag Issue where a single bag might have multiple problems — for example, "Broken Zipper" and "Faded Color" and "Torn Lining" all at once.
Option Linking
Option linking picks other answers for your staff automatically. When someone picks this option, the options you link to it in your other Options fields are picked too, and they are taken off again if the option is unpicked.
For example, link the Leather option of Bag Material to Leather Conditioning in Repair Type. When staff pick Leather, Leather Conditioning is ticked for them.
Open the Options field and find the option in the list.
Click the option's ⋮ menu and choose Option linking.
- Under Linked Data Options, use Add Custom Data Field to choose another Options field, then pick the options that should be picked along with this one.
- Click OK, then click Save on the custom field.
Managing Your Custom Fields
Once you've created your custom fields, you can find and manage them from the same Custom Fields page.
Searching
Use the search bar at the top of the page to quickly find a specific field. This is especially helpful once your list grows — just type part of the field name (e.g. "bag" to find all bag-related fields).
Editing and Deleting
Edit — Click on any custom field in the table to open it. The Update Data Field panel appears on the right, showing the field's current name, Data type, and settings. Update the field name, add or remove options (for Options fields), or adjust any toggles. When you're done, click Save.
Delete — In the table, click the ⋮ menu at the end of the field's row and choose Delete. Confirm in the Delete Data Field dialog to permanently remove the field.
