Summary
This guide explains how to manage Customer Data Fields in FLOW. This feature allows you to configure the data captured at various points when creating a customer record.
There are four categories of data collection you can configure:
- Personal Details
- Contact Details
- Emergency Contact Details
- Additional Details
Video Walkthrough
Step-by-Step Guide
A) Customer Data Field Configuration
- From the home page, go to the System Configuration module.
- Click on the Data Collection button.
- Choose the specific type of data collection to configure:
- Customer Account (Online)
- Customer Account (Customers Module)
- Membership Purchase
B) Field Options
You can set each field to one of the following states:
- Disabled: The field will not appear in the form.
- Optional: The field will appear but is not required to complete the form.
- Required: The field must be completed to submit the form.
C) Mandatory Fields
Some fields are mandatory for creating a customer record and cannot be modified. These fields are always Required:
- First Name
- Last Name
- Email Address
D) Configurable Data Fields
The following fields can be toggled between Disabled, Optional, and Required:
Personal Details | Contact Details | Emergency Contact Details | Additional Details |
First Name | Name | Gender | |
Last Name | Phone Number | Phone Number | Ethnic Background |
DOB | Address | Relationship | Disability |
Marketing Preferences |
- Fields in red are non-configurable.
Personal details and contact details are always included.
Emergency Contact Details and Additional Details can be included or not.
The options in the additional section can also be edited.
For example, you may want to add options to the Gender field.
E) Updating Field States
- To configure each field, click on its current state (Disabled, Optional, or Required).
- When selected, the field’s state will turn blue with a checkmark to confirm the change.
- If the field is greyed out, it is not configurable.
- After completing your configurations, scroll to the bottom of the page and click Save Changes to confirm.
F) Editing Details via FOH (Front of House)
FOH staff can manage customer data fields on behalf of customers during record creation. The fields displayed to FOH staff will depend on the configurations you’ve set.