Custom Fields

Custom fields let you record information specific to your shop that CloudBridal's standard fields don't cover.

Where to Add Custom Fields

Each record type has its own list of fields, usually in a Your own fields card:

• Customers and prospects: Settings › Customers
• Orders: Settings › Orders
• Measurements (beyond the standard bust/waist/hip): Settings › Measurements
• Appointments: questions for first-time and follow-up bookings, in Settings › Appointments › Booking questions. Turn on Ask your own questions on first-time bookings or on follow-up bookings to add them.
• Items: Settings › Items
• Vendors and Purchase orders: Settings › Vendors (Vendor fields and Purchase order fields when purchase orders are on)
• Tasks: Settings › Task management

Creating a Custom Field

1. Open the settings page for the record type.
2. Click Add field (Add question for appointment booking questions).
3. Fill in the field options below and click Save.

Drag fields in the list to change their order on the form.

Field Options

• Name: the label shown on the form.
• Answer type: what kind of answer to collect, such as text, a number, a date or a file. Pick the type that fits the data — each shows a different input.
• Hint: optional text shown below the question.
• Offer a list of answers: staff pick from Choices you add instead of typing. Turn on Let them pick more than one answer to allow several.
• Require an answer: the form can't be saved without it.
• Printing, Lists and Reports: print the answer on documents, show it in the record list, or add it as a report column. Which of these appear depends on the record type.
• Fill in today's date: (date fields) starts the field on today's date.
• Width on the form: how much of the row the field takes.
• Where it shows: limit the field to certain item types or customer types. With none ticked, it shows for all.

Appointment booking questions instead set Who answers it (customers booking online, staff booking an appointment), whether each must answer, and Where it's asked (which appointment types).

Measurement Fields and Vendors

Measurement fields can also be limited by vendor:

• Shown for these vendors: the field shows only for those vendors' items. This applies to orders and to the customer's measurements.
• Required for these vendors: the field must be filled in for those vendors' items.

Changing the Answer Type

Once a field is saved, you can only switch its answer type where existing answers still read the same — for example, single-line text to multi-line text, or number to currency and back. Other changes aren't offered.

Deactivating and Deleting Fields

• Deactivate a field you no longer need: staff stop being asked, and answers already given stay. Inactive fields are hidden from the list until you tick Show n inactive, and can be reactivated.
• Delete removes the field and its answers no longer show. Deactivate instead if you want to keep them.

Using Custom Fields in Automation

Customer, order and appointment custom fields can be used as conditions on automated emails, texts and tasks — for example, only messaging customers whose "Dress style" field is a particular value. See Email & SMS Communications.

Updated on: 19/10/2026