--- title: "Custom Fields: Overview" description: "Custom Fields: Overview" --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/custom-fields-overview#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) # Custom Fields: Overview Custom Fields let your Organisation capture information that Wellifiy doesn't track by default. You can add them to Patients, Clinicians, Patient Groups, Appointments, and Bookable Services, then use them in reporting and elsewhere across the platform. This article explains what Custom Fields are and how to set them up. Custom Fields are different from **Custom Terms**, which rename existing concepts. For example, an Organisation might show "patient" as "Employee" or "Patient Group" as "Business". Custom Fields add new data fields; Custom Terms relabel existing ones. --- #### 📋 What You Can Add Custom Fields To You can add Custom Fields to five areas: **Patients**, **Clinicians**, **Patient Groups**, **Appointments**, and **Bookable Services**. Patient Custom Fields are the most capable: as well as storing information, they can be shown to patients in the Patient App (see below). They're useful for details like gender, referral source, or contact status. Clinician Custom Fields can also be surfaced to patients during booking (see below). Custom Fields on the other areas store additional information against that record. > 💡 **Note:** If your Organisation uses **Custom Terms**, the **Patient**, **Clinician**, and **Patient Group** entities may appear under different names, such as Employee, Provider, or Business. The underlying entity is the same; only the label changes. --- #### 🧩 Field Types When you create a Custom Field, you choose its type. There are six: **Integer** (a whole number), **Text** (free text), **Single Select** (one option from a list), **Multi Select** (one or more options from a list), **Boolean** (a yes/no value), and **Date**. --- #### ⚙️ Creating a Custom Field 1. Go to **Administration → Custom Fields** and select the entity type (for example, **Patient**). 2. Click **+ New**. 3. Enter a **field name**. 4. Select the **field type**. The field is created and added to that entity. > ⚠️ You can't change a field's **entity** or **field type** after it's created, so choose both carefully. Only the field name can be edited later. --- #### ✏️ Editing and Reordering Use the **•••** menu at the end of a field's row to: - **Edit** the field name. - **Move** the field up or down to change its order in the list. --- #### 👤 Patient Custom Fields and the Patient App Custom Fields on **Patients** can be made visible to patients in the Patient App, and optionally editable by them. Setting that up, and surfacing patient fields during onboarding, is covered separately in the Patient Profile Builder guide. --- #### 👩‍⚕️ Clinician Custom Fields and Patient Booking Custom Fields on **Clinicians** can be used in the patient booking experience. Under **Administration → Booking Profile Settings**, each clinician Custom Field can be enabled as a **booking filter** patients use to narrow their provider search, and/or made visible on the **provider profile**. The two settings are independent, so a field can filter, display, do both, or stay internal. See [Configuring Provider Booking Profile Settings](https://support.wellifiy.com/en-au/knowledge-hub/configuring-provider-booking-profile-settings?hsLang=en-au). --- #### 💡 Best Practices - Give each field a clear, descriptive name so it's easy to find and report on. - Choose the entity type and field type carefully, since neither can be changed once the field is created. - Custom Fields are ideal for information you'll want to filter or report on later, such as referral source or contact status. --- Next step: ➡️ *To show patient Custom Fields to patients, or collect them during onboarding, see the Patient Profile Builder guide.* - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,