Custom fields can be of various types, such as a text field, a Yes/No field, and a drop-down list field with a list of values. For example, you could create a custom field called 'Massage Oil Preference' with various options to choose from, such as 'Olive oil', 'Grapeseed Oil', and 'Sweet almond oil'.
To create a drop-down list, you first need to define the list values. To do this, you need to use the custom list option.

To define a custom list

  1. Ensure that you are at the organization level.
  2. Navigate to Admin > Custom Fields > Lists.
    The Custom List page opens.
  3. Click Add in the top-right corner of the page to add a new custom list or click an existing list item to edit it.
  4. Add or edit the fields as follows:
  • List Name: The name you want to provide for the list. Example: Age
  • Description: The list description. Example: The age of the guest.
  • List Value: Enter or edit the values for the list. Separate each value with a comma (,). Example: You can enter 20, 21, 22, 23, and so on for guest age values.
    Alternatively, you can leave this field blank and choose pre-defined values in the Zenoti system for products, services, rooms, vendors, or employees. Select the appropriate value from the Select an Item drop-down.
    Example: If you select 'products', all products defined in the Products page in the Admin mode for your center will display as a list of options available for selection.

  5. Click Save after adding the information for the new list or click Finish when you
       have completed editing the list. 

Now you can proceed to create Service Custom Fields and Guest Custom Fields.


See Also

How to add new sales opportunity types to the list

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