Custom data fields are a great way to store information about your clients that can help you create a more personalized experience. It's also a great way to store extra information that may be helpful when interacting or managing your clients.
Some examples of custom data fields you may wish to track are birthdays, emergency contact information (names & phone numbers), personal goals, and the list goes on :)
The following videos demonstrate how you can add custom data fields, how you can enter data for your clients, and how you can view this information on the client detail page as well as get alerted to a data value on the roster page via the customer badge feature.
Adding & Managing Custom Fields
Entering Custom Field Data For Your Contacts
Custom Field Badges / Alerts on Your Roster
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