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Add and Manage Custom Profile Fields

Create custom fields to record and display information specific to your practice’s clinical or administrative needs

Overview

Custom profile fields in Zanda give practices the flexibility to record and manage client information that’s unique to their workflows without needing external spreadsheets or workarounds. You can create, edit, reorder, and manage these fields directly from your account settings, and they’ll appear within client and contact profiles for easy access.

Whether you need to track medical details, preferences, or key dates, custom profile fields help you capture the exact data your practice needs.

In this article:

Creating a Custom Profile Field

You can create new custom profile fields from your Zanda Settings menu or directly within each client or contact profile.

Option 1: From Settings Menu

  1. Go to Settings > Clients > Custom Fields.

  2. Click + Add Custom Profile Field.

Custom Profile Fields Create New

Option 2: From a Client or Contact Profile

  1. Open a client or contact profile > Details page

  2. Scroll to the Custom Profile Fields section.

  3. If you haven’t added any custom profile fields yet, you’ll see a + Add Custom Profile Fields button. 

Click it and you’ll be taken to the Settings > Custom Lists > Profile Fields management page.

  1. Click + Add Custom Profile Field.
  2. Enter the following details:
    1. Field Name: Enter a name for your field. Must be unique within your practice and allows up to 40 characters. 
    2. Field Type: Select the type that best suits the client information you want to collect.
      1. Single Line Text: For short text entries (up to 80 characters).
      2. Multi-line Text: For longer text entries (up to 250 characters).
      3. Select Single: Allows only one selection from a dropdown list.
      4. Select Multiple: Allows users to select more than one option from a dropdown list. Selected options display as chips inside the text field.
      5. Yes/No Toggle: Displays a switch where Yes = True and No = False.
      6. Numeric: Accepts integer values only.  Non-numeric characters are automatically prevented.
      7. Date: When you click here, a simple calendar pops up so you can pick a date or type one in yourself.

    Editing and managing the custom profile fields in Custom Lists

    Edit a custom profile field

    1. Go to Settings > Clients > Custom Profile Fields
    2. Click the field you want to change from the Custom Fields list.
    3. Update the field name if needed,  this is the name that appears on your client and contact  profiles.
    4. For Select Single or Select Multiple fields, you can click Add Option to include new choices.
    5. Options you add for “Select Single” and “Select Multiple” fields can’t be deleted once created, but you can edit their names or control their visibility in dropdown menus by toggling the eye icon next to each option on the client or contact profile.
    6. Once you save the field, you cannot change the field type or edit existing options in these choice fields.
    7. Click Save to confirm your updates. 

    Re-order & display custom profile fields 

    1. Go to Settings > Clients > Custom Profile Fields
    2. Click and hold the field you want to move.
    3. Drag it up or down to the new position, then release it.
    4. The order you set here in Settings will determine how the fields appear on client and contact profile >  Details pages.

    Custom Profile Fields ReOrder

    Activate and deactivate a custom profile field

    You can show and hide custom profile fields in client and contact profiles at any time. To manage field visibility, go to Settings > Clients > Custom Profile Fields either by toggling it on or off directly on the create or edit form, or by using the Actions (⚙️) icon on the Custom Fields list.

    Custom Profile Fields DeActivate

    Deactivate

    • Marks the field as inactive.
    • The field is hidden from client and contact profiles.
    • Any previously entered values remain securely stored in the database.

    Reactivate

    • Restores the field to all client and contact profiles.
    • Any previously stored values become visible again.

    Viewing Inactive Fields

    • Toggle “Show Inactive” switch on the list view to display deactivated fields.
    • You can still click an inactive field to open its form to edit and make it active.

    Editing and managing the custom profile fields in profiles

    Custom profile fields will appear in client and contact profiles in the same order you set on the Settings > Clients > Custom Profile Fields page. Team members with access to these profiles can update the contents of custom fields in each profile as needed.