How to create and manage custom fields for contacts
Create custom fields to track the details you need beyond standard contact info like name, email, or phone number. These fields appear in your Contacts table so you can view and manage that information in one place.
For example, you can:
- Track responses to booking form questions using the invitee question field
- Store contact details using text, currency, tags, date, or multi-select fields
Before you begin
- There is a limit of 10 custom attributes at one time
- Custom fields pull data from booking form questions on your event types
Create a custom field
- Go to Contacts.
- Open the Columns dropdown.
- Select + Create a custom field.
- Choose a field type:
- Invitee question (from event types), or
- Text, number, currency, tag, date, multi-select
- If you chose Invitee question, select the event type and question.
- Select Create.
Edit or delete a custom field
- Go to Contacts.
- In the contacts table column header, select the three dots next to the custom field you want to manage.
- Select Edit custom field.
- Update the field and select Save changes, or select Delete to remove the field.