Custom Fields
Collect extra information from your team members during their headshot onboarding.
Custom Fields
Custom fields let you collect organization-specific information from every team member — department, region, employee ID, terms acceptance, or anything else you need on record. Members fill the fields in once and HeadshotPro carries the answers into their profile.
Navigate to Admin > Settings > Custom fields to manage your fields.
How it works
- Open Admin > Settings and select the Custom fields tab.
- Click Add custom field to open the field editor.
- Choose a field type:
- Text — single-line answer up to 500 characters.
- Dropdown — members pick one option from a list you define.
- Checkbox — members tick a box, with an optional link (useful for terms of service, policies, or any URL you want them to review).
- Enter the field name (or description, for checkbox fields) — this is the label members see on the form.
- Toggle Mark this field as required if members must answer before they can continue.
- For dropdown fields, add the options one at a time. The live preview shows exactly how the field will appear to members.
- Click Create field. The field becomes active immediately for everyone in the organization.
Editing a field
- Click the pencil icon next to the field on the Custom fields list.
- Update the name, required toggle, or link (for checkboxes). The field type is locked once the field is created.
- For dropdowns, you can add new options but you cannot edit or delete options that members may have already selected. To change a saved option, delete the field and recreate it.
- Click Save changes.
Deleting a field
- Click the trash icon next to the field, or open the editor and click Delete.
- Confirm the action. The field is removed and any answers members had previously submitted are deleted.
Good to know
- Only the TeamLead role can create, edit, or delete custom fields.
- Field type is locked after creation. To switch a field from text to dropdown, delete it and create a new one.
- Saved dropdown options cannot be edited or removed because members may have already selected them. You can add new options at any time.
- Checkbox links must start with
http://orhttps://. - Required fields block members from finishing the personal info step of their headshot onboarding until they answer.
- Members can update their answers at any time from their Profile page.
Related
Was this article helpful?