Add a Custom Field to a Form or SOAP Note – Vagaro Support

Add custom fields to forms and SOAP notes to gather data from form responses. To ensure the data is collected and added to the correct profile, turn on Require Vagaro Login in your form's settings.

For example, to collect a customer’s emergency contact information, add an emergency custom field to a form or SOAP note. When the customer submits the form, their response is saved to their profile. If they complete the form for a family member, friend, or pet, the information is saved to that profile instead.

Prerequisites: This feature is only available on the computer, tablet, Pay Desk, and PayPro versions of Vagaro. See Manage Customer Custom Fields to learn how to create custom fields.

To add a custom field to a form or SOAP note:

Go to Forms .
Go to your form or SOAP note:
- To create a form template, in the top-left corner, select Create New → Form.
- To create a SOAP note template, select Create New → SOAP Note.
- To edit an existing form, select Action → Edit.
- To duplicate a form, select Action → Duplicate.
In the form designer, select the Custom Field element and drop it into the form builder. The element settings will appear on the right side.
From the Select Field list, choose the custom field you want to add.

Note

If you decide to add a new custom field from this menu, any changes you made to this form will be lost.
To display a different title specifically for this template, enter an Alternate Title.
To make this field required, turn on Required Field.
Publish your form:
- To save this form as a draft and publish it later, in the top-right corner, select Save as Draft.
  
  This form is saved in form management and can be published at a later time.
- To see a preview of your form and how it'll look for your customers, in the top-right corner, select Preview.
  
  You can select the Computer , Tablet , or Phone icon to see how your form will look on each device.
- To publish your form, go to Settings, then in the top-right corner, select Publish.
  
  Your form is saved in form management.