How do I use client custom attributes?

This article shows how to utilize client custom attributes to record essential / custom information about clients.

1. What are Client Custom Attributes?
2. How do I create Client Custom Attributes in Opus?
3. How do I add Client Custom Attributes to a clients profile?
4. Using the self registration form to auto populate Client Custom Attributes
5. PLUS: Utilizing your lead form to auto populate Client Custom Attributes

Using Client Custom Attributes

Watch the video above to learn how to create and use client custom attributes to record relevant information about your clients using opus1.io.

What are Client Custom Attributes?

You can use client custom attributes to record information from your clients that is relevant to your business.

Client custom attributes are form-fillable and appear on each of your clients' profiles. The information recorded using client custom attributes is visible only by default to users with at least staff-level permissions (more on staff permissions here).

Commonly, schools use client custom attributes to record client information regarding allergies, special needs, medical conditions and emergency contacts, but you can use client custom attributes to record whatever information your school requires.

How do I create Client Custom Attributes in Opus?

To create client custom attributes, navigate to your Business settings.  Click on the Gear icon > Business.

Next, under the general Tab, click the Edit button (the pencil icon) on the Business Settings section.

To create a new client custom attribute, click the Add Attribute button and name your attribute.  Once you've named your new client custom attributes, click the Update Business button at the bottom of the page to save your changes.

How do I add client custom attributes to a client's profile?

You can manually add client custom attributes for your clients by navigating to your client's profile and clicking the Update Profile button to the left of their profile picture.

Here you can record information using client custom attributes. Once you've filled in the client custom attribute fields, click the Update button to save your changes.

Now the information recorded using client custom attributes will be visible to users with staff-level permissions.

Using the registration form to auto-populate client custom attributes when clients self-register or self-book.

Just below the Client Custom Attributes section in your Business settings, you'll see your Self Register Fields.  These are the fields a new client is asked to fill out when enrolling for the first time.  

You can tie Self Register Fields to Client Custom Attributes so when new clients fill out your registration form, the answers provided are automatically stored in the client's profile in the designated client custom attribute.

To assign a Self Register Field to an existing Client Custom Attribute, click the 'Add Custom Field' Button.

Type the name of the Self Register Field in the first box.  Just below, select the dropdown menu to choose the Client Custom Attribute you'd like to assign this Self Register Field to.  

To the right, you have a few more options to choose from.  Select the dropdown to select the type of Self Register Field you would like (Yes/No, Selection, Text, Multi-line Text).  

To the right of each self-register field are a set of toggles. Hover over each toggle to see a description of its function. You'll want to select the first toggle, as it controls whether or not the Self Register Field appears on the Self Register Form.  The second toggle signifies if the Self Register Field is required or optional for the client to fill out.

When using the 'Selection'-type field, you'll notice a third toggle.  When enabled, Opus will automatically add a tag to the clients profile with the selection the client chooses.

PLUS: Utilizing your lead form to auto populate Client Custom Attributes

Unlike the Self Register Form which is only used to collect data when a client enrolls for the first time, Opus1io PLUS users are empowered with a Lead Form that allows you to collect prospect information without the prospect having to enroll in a service.

To customize your Lead Form, navigate to your Business settings.  Click on the Gear icon > Business.  Next, under the General Tab, click the Edit button (the pencil icon) on the CRM section.  To link a Lead Form field to a Client Custom Attribute, you'll follow the same instructions above for linking a Self Register Field to a Client Custom Attribute but in the CRM/Lead section, instead of Self Registration form section.