Capture the details that matter to your workflow.
SIXPAC Custom Fields help teams track the exact customer, service, or business details they need instead of forcing every record into the same generic template.
Built for intake details, customer preferences, operational notes, reporting data, and personalized service workflows.
When enabled, custom fields will be visible on customer profiles, allowing you to track additional data points for each customer.
| Name | Description | Type | Required on Profile | Show on MyStore | Applies To | Required at Checkout | Actions |
|---|---|---|---|---|---|---|---|
| Emergency Contact | Backup contact for customer | Text | No | No | Customer | No | ... |
| Preferred Instructor | Team preference | Dropdown | No | No | Services | No | ... |
| Intake Complete | Profile setup status | Yes/No | Yes | No | Customer | No | ... |
Generic customer records miss the details your team actually uses.
Every business has unique customer details, service preferences, intake requirements, and operational notes. When software only gives you generic fields, teams end up using notes, spreadsheets, tags, or memory to fill the gap.
- ×Important intake details get buried in notes or separate documents.
- ×Staff cannot quickly see the customer preferences that affect service quality.
- ×Industry-specific information has no clean place to live.
- ×Reporting and follow-up are harder when key data is not structured.
The SIXPAC Custom Fields Fix
- 1
Create the Field
Add reusable custom fields for the exact details your business needs to collect.
- 2
Choose the Field Type
Use structured field types like text, dropdowns, yes/no fields, and other formats that keep records clean.
- 3
Apply It to the Workflow
Use fields for profiles, customer records, intake, MyStore visibility, or checkout requirements when needed.
- 4
Give Teams Better Context
Make important customer and operational details easier for staff to find, use, and act on.
Custom Fields for Better Customer Records
Capture the customer, service, or business details that matter most to your workflow instead of forcing every record into the same template.
Create Custom Customer Fields
Add reusable fields that capture the exact customer details your team needs for intake, service, operations, and follow-up.
Use Structured Field Formats
Keep information clean with field types that are easier to use than scattered notes or one-off spreadsheet columns.
Track Industry-Specific Details
Capture details that matter for fitness, wellness, recreation, service businesses, retail-service hybrids, and specialized workflows.
Improve Customer Records
Keep key preferences, requirements, contacts, status fields, and service details closer to the customer profile.
Give Staff Better Context
Help team members see the important details they need before serving a customer, processing a booking, or following up.
Support Reporting and Follow-Up
Structured fields make it easier to organize customer data for operational review, segmentation, and personalized service.
SIXPAC Custom Fields vs. Generic Customer Records
Your business should not have to force every customer, service, or operational detail into the same limited template.
| Capability | SIXPAC Custom Fields | Generic CRM Fields | Notes / Spreadsheets |
|---|---|---|---|
| Create custom customer fields | Yes | Limited | Manual |
| Track industry-specific details | Yes | Often awkward | Scattered |
| Improve team visibility | Profile-based | Basic | Hard to find |
| Support intake workflows | Yes | Varies | Manual |
| Keep data structured | Yes | Limited | No |
| Support follow-up and reporting | Cleaner data | Basic | Manual cleanup |
Useful Anywhere Customer Details Matter
Custom fields are especially helpful for teams that need better intake data, service preferences, customer context, and structured operational information.
Fitness and Studios
Track goals, injuries, emergency contacts, preferred trainers, membership notes, and intake details.
Wellness Businesses
Capture preferences, service history details, sensitivities, care notes, forms, and follow-up information.
Recreation and Activities
Track guardian details, skill levels, special instructions, participation notes, and program-specific information.
Service Businesses
Organize customer requirements, account notes, onboarding fields, operational details, and internal follow-up data.
"Custom fields help teams stop relying on memory, notes, and spreadsheets for the customer details that make service better. The right data should live where the team can use it."
SIXPAC Operations TeamReady to Capture the Details Your Business Actually Uses?
Book a free demo and see how SIXPAC Custom Fields connect customer details, intake, preferences, team visibility, and reporting inside one platform.
Book a Free DemoNo commitment | No credit card | 15-minute walkthrough
Custom Fields FAQs
Quick answers for businesses deciding how to track customer, service, and operational details in SIXPAC.