- 1
open dragonfly settings
click the gear icon in dragonfly, then "custom fields". you'll see the existing custom fields (none on first visit) and an "add field" button.
- 2
add a field
name it ("property size", "preferred stylist"), pick the type (text, number, dropdown, date), and save. for dropdowns, type the options.
- 3
fill it in on client profiles
every existing client now has the new field on their profile, empty by default. fill it in as you go — there's no requirement to backfill all at once.
tipuse dropdown fields for anything you'll want to filter or report on later ("service tier": basic / premium / vip). text fields are great for free-form notes but you can't filter by them.
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