iENTR

Advanced settings

Custom enrolment fields

Custom fields are your own enrolment questions, like Trade, Membership type or Department. Every enrolment path asks them and the answers live on each person's record on the People page.

3 min read · 3 steps

  1. 1

    Define your fields

    Go to Settings, then Enrolment & fields. Add the extra questions your business needs: a preschool might add Child's name, a construction site Trade, a gym Membership type, an office Department.

    Define your fields
  2. 2

    Where they appear

    Every enrolment path asks your fields: the phone enrolment link, terminal registration, the Add person window. Answers show on the People page against each person; edit them any time from the person's window.

  3. 3

    Profile photos

    The same Settings card has a toggle: Capture a profile photo during enrolment. Turn it on to keep a photo of each enrolled person on record. Photos appear in their own column on the People page plus on printed ID cards.

    People enrolled before you turned it on get their photo at their next enrolment.

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