Depending on how you run your business and what you sell it just might be possible that the default fields is not enough. If that is the case then you can use the custom client fields’ option to create custom questions / options that is saved in their client area.
- Login your WHMCS admin area and navigate to: Setup -> Custom Client Fields
(Note: You can only add 1 custom field at a time. When you add your first field, click save changes a new “Custom Client Field” form will appear).
- Fill in the custom client field form to gather the information you want about your clients:
Field Name: This is what your clients & every agent will see when looking at the clients profile
Field Type: Depending on the type of information you want to gather select the type of field most relevant from the drop down menu
Description: Add an optional description so clients and your team can understand what details are required in this field
Select Options: Only fill this in if your ‘Field Type’ is set to “Drop Down”, this field will contain all the options choose able on that drop down menu. Separate multiple options with a comma (Example: one,two,three)
Admin Only: Select this if you want only admins to be able to edit this field
Required Field: If this is a required field select this option (ensure “Admin Only” is NOT checked & “Show on Order Form” IS checked
Show on Order Form: If selected the client will see this field when signing up
Show on Invoice: Tick this box if you want this custom field data to be shown on the invoice
- Scroll down and click “Save Changes”
You should now have one custom client field create & a new custom client field form will appear.