How to Customize and Manage Client Card Fields in Townsquare

Overview

The Client Card in Townsquare serves as a centralized location for storing client details, including contact information, appointments, notes, messages, and documents. Customizing Client Card fields allows businesses to collect and track the most relevant client data for their operations.

This guide covers how to:

• Add custom client fields
• Edit and reorder existing fields
• Choose where fields appear on client intake forms

1. Understanding the Client Card

Key Sections of the Client Card

• Contact Info (Right Side) – Includes essential client details such as email, phone number, and address.
• Client Info (Left Side) – Stores additional client-specific details, such as allergies, service preferences, or tax filing status.

Some fields—such as first name, last name, and email address—are included by default. However, businesses can add custom fields to capture more information.

2. Adding Custom Client Card Fields

Step 1: Access the Client Field Settings

1. Open the Townsquare Dashboard.
2. Navigate to Settings > Client & Contact Information.
3. Click on the Client/Contact Fields tab to view existing fields.

Step 2: Add a New Field

1. Click "Add Contact Field" to add a contact information field.

2. Click "Add Client Field" to add a custom data field.

3. Select the field type, such as:

   • Text
   • Address
   • Date
   • Dropdown selection

4. Enter a Field Name that clearly describes what information should be entered.

5. Choose whether the field should be Required (clients must complete it before submitting a form).

3. Choosing Where Fields Appear

New fields can be displayed on different client intake forms. Select where the field should appear:

• Leave Details Form – When clients submit their contact information.
• Scheduling Form – When clients book an appointment.
• Payment Form – When submitting a payment.

If a field is not assigned to any forms, it will only be visible internally on the Client Card and must be updated manually.

Optional Field Display Settings

• Display Until Completed – If left blank, the field will continue appearing on forms until the client fills it out.
• Internal Use Only – The field remains hidden from clients but is visible to staff.

4. Editing and Managing Client Fields

Editing Existing Fields

1. Hover over a field in the Client Fields tab.
2. Click the pencil icon to edit the field name, form visibility, or display settings.
3. Click Save to apply changes.
4. Note: The field type cannot be changed once created.

Reordering Fields

• Click and drag a field to move it into a new position.

Deleting Unused Fields

• Click the trash icon to remove a field.
• Default fields (First Name, Email, and Phone) cannot be deleted.

5. Key Takeaways

• The Client Card stores essential client details, including contact info, appointments, and preferences.
• Businesses can add custom fields to track additional client information.
• Custom fields can appear on Leave Details, Scheduling, or Payment Forms.
• Fields can be set as required, reordered, or displayed until completed.
• Default fields cannot be removed, but all others can be customized.

For additional support, visit the Client & Contact Information settings or contact Townsquare Support.