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      Custom Staff Fields

      Tailor Your Team’s Information Collection

      At Pike13, we understand that every business has unique needs. That’s why we offer Custom Staff Fields—an invaluable tool that allows you to collect pertinent information specific to your operations. Whether it’s tracking certifications or gathering preferences, custom fields help you create a more personalized and efficient staff management experience. With the flexibility to make fields required, optional, or hidden, you can control who sees what and how the information is used.

      Why Use Custom Staff Fields?

      Imagine the possibilities! Here are just a few examples of how you could leverage custom staff fields to enhance your business operations:

      • Certifications and Qualifications: Keep track of staff certifications, training dates, or special skills to ensure your team is always compliant and ready to serve clients.
      • Emergency Contacts: Create fields for emergency contact details, making it easy to keep crucial information on hand when you need it.
      • Personal Preferences: Gather insights into staff preferences or interests that can enhance team dynamics and improve the work environment.

      How to Create a Custom Staff Field

      Creating custom staff fields is a straightforward process. Follow these steps to set up your fields:

      1. Go to Settings > Advanced Settings.
      2. Select Custom Staff Fields under Client Signup.
      3. Click + Add Field.

      Using an Existing Field

      If you want staff members to fill out a field already used for clients, select Use an Existing Field. You’ll then be prompted to configure this field for staff members.

      Creating a New Staff Field

      1. Select Create New Field.
      2. Add a Custom Field Name: Give your field a clear, descriptive name.
      3. Enter a Description: If needed, provide additional context for staff.
      4. Choose Answer Options: Select the type of responses you want:
        • Freeform Text
        • Date Only
        • A predefined list of choices (with the option to allow multiple selections)
        • Yes/No answers
      5. Set Required Status: Decide if this information should be mandatory when staff claim their accounts.
      6. Control Visibility: Determine who can see this field: all staff, only managers and owners, or no one at all.
      7. Use in Documents: Indicate if this field should be a placeholder in online documents.
      8. Sync to MailChimp: If you want to use this field for targeted email campaigns, check the box to sync it with MailChimp.
      9. Click Save to finalize your custom field.

      Unlock the Full Potential of Your Team

      Custom Staff Fields are a game-changer for managing your team. By collecting and utilizing relevant information tailored to your business, you can enhance communication and foster a more engaged work environment. Start customizing today and see how it can elevate your operations!