Customising Member Profile Fields
Add custom fields to member profiles, including type, required rules, and who can see or edit each field.
Overview
Built-in profile fields are name, email, phone, and address. Custom fields cover everything else your program needs to store: an emergency contact, a membership number from a governing body, a t-shirt size, a certification date, a signed waiver, or a note only staff should see.
A custom field is part of your schema, not a free-text note. Once it exists, you can filter and export on it the same way you can on email or join date.
Define fields before you add a large number of members, especially if any of them should be required. A required field is enforced when a member is created, including on import.
Add a field
Open a member profile and use Manage in the Custom Fields section. Each field has:
- Label, the name staff and members see.
- Type, which controls what can be stored and how it is validated.
- Help text, optional guidance shown with the field.
- Required or optional. Required means a value is needed when the member is created, unless a fieldset overrides that rule.
- Member visible. Whether the field appears on member-facing surfaces.
- Member editable. Whether the member can set or change the value themselves.
Field visibility
Set member visible and member editable together. They control whether the member can see the field, and whether they can change it.
| Member visible | Member editable | What the member can do | Example |
|---|---|---|---|
| Off | Off | Nothing. The field is staff-only. | Internal notes, vetting status |
| On | Off | See the value, but not change it. | Membership ID, locker number |
| On | On | See the value and keep it up to date in the member website and app. | T-shirt size, emergency contact |
Field types
| Type | Use it for |
|---|---|
| Text | A short value, such as a membership number |
| Text area | Longer notes |
| Number | A quantity or score |
| Checkbox | Yes or no |
| Date | A date without a time, such as a date of birth |
| Date and time | A specific moment |
| Select | One choice from a list |
| Multi-select | Several choices from a list |
| Email, phone, address | Extra contact details, validated as that type |
| Signature | A signed consent or waiver |
| File | An upload, such as a PDF or image |
Select and multi-select need a list of allowed options. File fields can be limited to PDF, PNG, JPEG, or WebP.
Group fields into sections
A fieldset is an ordered group of fields with a name and optional description. Use fieldsets to:
- Build the form staff see when creating a member, including which built-in fields are shown or required.
- Attach extra questions to a product, such as a waiver that must be completed before a subscription is activated.
The member application form is made of these sections. System fields (name, email, phone, address) and custom fields can sit in the same section, in the order you want them asked.
Where the data shows up
Custom field values appear on the member profile next to the built-in fields, and on the member list so staff can see them without opening every record. They are included in search, filters, and exports.
The same definitions and values are available on the Custom Fields API and Custom Fieldsets API.