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Custom Staff Fields

Pike13 lets you create additional fields so that you can collect pertinent information for your business. These fields can be required, optional, or hidden.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Create a Custom Staff Field

  1. Go to Settings > Advanced Settings
  2. Select Custom Staff Fields under Client Signup
  3. Click + Add Field
    1. Select Create New Field
    2. Add Custom field name
    3. Enter a description of the field to staff, if needed
    4. Which answer options do you want to offer?
      • Your choices are:
        • Freeform Text
        • Date Only
        • A list of choices that you define which also allows you to Let people choose multiple options
        • Yes/No answers
    5. Choose whether staff members need to provide this information upon signing in under Is this field required when staff members claim their accounts?
    6. Determine whether this field is shown to all staff members, manager and owners only, or to no one under Is this field used in staff member profiles?
    7. Tell the system whether this should be a placeholder in online documents under Can this field be used when creating documents?
    8. If you want to use this field as one of the 30 merge tags in MailChimp for segmenting your client lists in targeted email campaigns, make sure the Sync this field to MailChimp checkbox is checked.
    9. Select Save
    10. Choose if you wish to use an existing field or create a new one?
If you wish to have a custom field for clients also be filled out by staff, you can choose to use an existing field. Once the field has been chosen, you will be prompted to configure this field for staff members.