Custom Fields in Clava: A Guide to Collecting Extra Member Information
Clava allows you to gather additional details from your members beyond the basic information it provides. These custom fields come in handy for various purposes, such as understanding how members found your organization, their experience level, or emergency contact information.
Accessing Custom Fields:
Navigate to Settings > Custom Fields.
Default Field Groups:
Clava offers a few pre-set field groups you cannot delete but can customise by adding additional fields. These include:
Age Group: (Covered in this guide) Restricts classes and memberships based on age.
Competency Management: Manages self-check-in permissions for members.
Global Self Check-in Ability: Enables/disables self-check-in for all members.
Self Check-in Permissions: Additional fields can be added here to set specific requirements for self-check-in (e.g., passing a test).
Creating New Custom Field Groups:
Go to Settings > Custom Fields.
Click "Create new group +".
Give the group a name (e.g., "Additional Details") and an optional description.
Click "Save".
Setting Up Custom Fields:
Click the name or gear icon of the new group and select "Edit".
Click "Create new Field +".
Name the field (e.g., "How did you hear about us?") and add an optional description.
Choose visibility and editability options:
Visible to members: Controls if the field appears on the member's profile for them to complete.
Editable by members: Determines if members can add or modify the information.
Select the field type:
Single line text: Suitable for capturing short information like phone numbers.
Multi-line text: Ideal for capturing longer descriptions.
Calendar: Enables a date picker for capturing relevant dates.
Toggle: A switch for enabling/disabling options.
Drop down single select: Allows members to choose one option from a list.
Drop down multi select: Lets members select multiple options from a list.
Click "Save" to add the new field.
Repeat steps 2-6 to create additional fields within the group.
Viewing Custom Fields:
The newly created custom field will now be visible on member profiles for both admins and members to view and edit (based on permissions).
