Hello, and welcome back!


In the previous video, I explained what custom fields are, and how they are used in StudioHub to collect unique information from your contacts.


{Show form with custom fields}


In this video, we're going to dive in deeper. 


  • I'm going to show you the different types of custom fields that you can create. 
  • I'm going to give you a few ideas for what you can use them for.
  • I'm going to show you the process of creating a custom field from scratch
  • And much more.


There's going to be a lot of information in this video, so strap in, and let's begin!


The first thing we're going to cover is how to get to the custom fie


GETTING TO THE CUSTOM FIELDS MENU

  • Go to settings
  • Go to custom fields
  • At the top, you'll see folders and fields.


FOLDERS VERSUS FIELDS

  • Folders are the containers, and fields are the pieces of information inside the container.
  • Show an example of this in StudioHub.


TYPES OF CUSTOM FIELDS

  • Ok, so let's click on create custom field
  • This is going to open up a menu with all the possibilities of custom fields that you can create.
  • I'll quickly cover each one and give you a few ideas for what they can be used for.
  • ----Go through the list----


CREATING CUSTOM FIELDS

  • Create a t-shirt size custom field using the single category
  • Create a student's name field using the single-line
  • Shoe size (single line)
  • When are you available? (Single drop-down)
    • Mornings
    • Evenings
    • Both
  • Create a "What are your goals?" field by using the multiple-line field
  • favorite ice cream flavor using the radio button
    • Vanilla
    • Chocolate
    • Strawberry
    • Banana
  • Create a field for "select the pets that you have" using the multiple-choice field
    • Dog
    • Cat
    • Bunny
    • Lizard
    • None


You can create as many custom fields as you would like.



CUSTOM FIELDS INSIDE CONTACTS

As I showed you in the previous video, once you have created the custom fields, you'll be able to see the fields inside a contact.


Let's take a look.


{{Go through a contact in StudioHub showing where the custom fields are}}


You can fill out this information manually.



CHANGING AND DELETING CUSTOM FIELDS

Once you create a custom field, you can delete it, or you can change it.


Here's how to delete and change the custom field.


Select the custom field.

In the menu



RECOVERING A DELETED CUSTOM FIELD

If you delete a field by accident, you can restore it by going to the "deleted fields" tab, click on the link to go to the "audit logs". Find the field that you deleted by accident and click "restore"




CUSTOM FIELDS INSIDE FORMS


Another option is to add this custom fields to the forms to capture this information from the clients.


Show a form with all the custom fields in it


To do this there's a training on how to create forms that you can watch after this training, if you haven't done so already. I'll add the link to that training below this video at the bottom of the page.



CONCLUSION

That's it! Now that you know what custom fields are, you can put them to use in your StudioHub account to help you streamline your business!


Hope this helps!




Training on how to create forms:

https://getmorestudents.freshdesk.com/support/solutions/folders/73000569885