Custom Signup Fields

Custom signup fields let you collect extra information from customers when they register for your loyalty program. This data is stored alongside the standard fields (name, email, phone) and helps personalize your service.

Accessing Custom Fields

Go to Organization Settings → Signup Form tab to configure your custom fields.

Available Field Types

You can add up to 5 custom fields, each with one of these types:

Text Fields

Free-form text input. Example uses:

• "What's your favorite product?"
• "How did you hear about us?"
• "Dietary preferences or allergies"

Number Fields

Numeric-only input with validation. Example uses:

• Age or year of birth
• Table or seat number
• Membership ID from another system

Date Fields

Date picker with calendar UI. Example uses:

• Birthday (for birthday promotions)
• Anniversary date
• Membership start date

Select (Dropdown) Fields

Predefined options for customers to choose from. Example uses:

• Preferred outlet location
• Membership tier interest
• Communication language preference

Configuring a Custom Field

For each field, configure:

Configuration Steps

1. Navigate to Organization Settings → Signup Form.
2. Click Add Field (up to 5 fields).
3. Enter the field label.
4. Choose the field type.
5. Toggle Required if the field is mandatory.
6. For select fields, add your dropdown options.
7. Drag to reorder fields as needed.
8. Click Save.

💡 Tip: Preview your signup form after adding fields to ensure the flow feels natural for customers.

How Custom Fields Appear

Customer Signup Form

Custom fields appear below the standard fields (name, email, phone) on the public signup page at /{your-slug}/signup.

Staff View

When staff scan a customer or view their profile, custom field responses appear in the customer detail panel.

Self-Service Claims

If self-service is enabled, custom field data is visible alongside claim details during review.

Viewing Custom Field Data

Custom field responses are accessible in:

Data Storage

Custom field responses are stored as a JSON object on the customer record:

{
  "favorite_product": "Cappuccino",
  "birthday": "1990-05-15",
  "preferred_location": "Downtown"
}

This structured format makes it easy to query and export data.

Plan Availability

Custom signup fields are available on Growth and Pro plans. Check your current plan in Billing to verify access.

⚠️ Important: If you downgrade from a plan that supports custom fields, existing data is preserved but you cannot add or modify fields.

Best Practices

• Minimize fields — every extra field reduces signup completion rates by 5-10%
• Only ask for actionable data — collect information you'll actually use for personalization or segmentation
• Make fields optional when possible — required fields create friction
• Use clear, descriptive labels — avoid jargon or abbreviations
• Test the signup flow — complete the form yourself to check the experience
• Consider the mobile experience — forms should be easy to complete on phones