How to Access Additional Fields
In the left sidebar, click the people icon to open the Clients module.
Click the settings icon located in the toolbar above the client list, between the globe icon and the search bar.
A dropdown will appear. Select "Additional Fields".
The Client Form Additional Fields modal will open.
How to Create an Additional Field
In the Client Form Additional Fields modal, click the "+" icon at the top of the window.
A form will appear. Complete the following fields:
Placement order — set the position of the field in the form
Label — enter the name of the field
Type — select the field type
Check "Required" if the field must be completed during intake
Click "Save".
Note: Once saved, the field will appear under the Active section and become part of the client demographic form. Fields can be deactivated at any time and will move to the Inactive section.
How to Activate or Deactivate a Field
Inside the Client Form Additional Fields window you will see two columns: Active and Inactive.
To deactivate a field, click the arrow icon (→) next to the field in the Active column. It will move to the Inactive column.
To activate a field, click the arrow icon (←) next to the field in the Inactive column. It will move to the Active column.
Click "Save" to apply the changes.