{"id":418,"date":"2019-07-17T02:07:13","dateGmt":"2019-07-17T02:07:13","modified":"2022-06-28T04:29:32","modifiedGmt":"2022-06-28T04:29:32","status":"publish","title":"How to Add More Fields to the Client Profiles","content":"<p>Learn how to add fields to client profiles in <strong>Local Service Hero<\/strong>.<\/p>\n<p><strong>Local Service Hero<\/strong> allows you to select what information you want to collect from your clients. This is done through the <strong>\u201cSetup Profile\u201d<\/strong> form. Now, it is important to mention that if you want, you can modify the form and add more fields or remove fields.<\/p>\n<p>To add or remove fields in the \u201cSetup Profile\u201d form, you need to follow these steps.<\/p>\n<h2>1- Open your Clients page<\/h2>\n<p>To add or remove fields on the client profiles, go to <strong>CRM > Clients > Setup Profile<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2198 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile.png\" alt=\"how add more fields client profiles local service hero\" width=\"1920\" height=\"928\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-1024x495.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>The <strong>\u201cSetup Profile\u201d<\/strong> page will show you the customer information form and all the fields added to it. In addition, you will see which fields can be added to the form.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2200 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01.png\" alt=\"how add more fields client profiles local service hero\" width=\"1920\" height=\"2463\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01-350x449.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01-798x1024.png 798w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01-768x985.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01-1197x1536.png 1197w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-01-1596x2048.png 1596w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h2>2- Add fields to your profiles<\/h2>\n<p>You can, for example, add a\u00a0<strong>Text Field<\/strong> to ask your clients to tell you something about them. This can be something informative to create good opportunities to give them what they love.<\/p>\n<p>Therefore, you add the\u00a0<strong>Text Field<\/strong> and configure it.<\/p>\n<p>You\u2019ll need to configure these fields:<\/p>\n<ul>\n<li>Required<\/li>\n<li>Label<\/li>\n<li>Placeholder<\/li>\n<li>Type<\/li>\n<li>Max length<\/li>\n<li>Rows<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2201 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02.png\" alt=\"how add more fields client profiles local service hero\" width=\"1920\" height=\"928\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02-1024x495.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/lsh-setup-profile-02-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>Once you configure the new field(s), click on <strong>Save<\/strong> to apply the changes.<\/p>\n<p>This is how you can add new fields to the clients\u2019 profile.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/blog\/\"><strong>Read other tutorials<\/strong><\/a><\/p>\n","excerpt":"<p>Learn how to add fields to client profiles in Local Service Hero. Local Service Hero allows you to select what information you want to collect from your clients. This is done through the \u201cSetup Profile\u201d form. Now, it is important to mention that if you want, you can modify the form and add more fields \u2026 <a title=\"How to Add More Fields to the Client Profiles\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/how-add-more-fields-client-profiles\/\">Read more<\/a><\/p>\n","commentStatus":"closed","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[{"slug":"clients","id":43,"name":"clients"},{"slug":"profile","id":31,"name":"profile"}],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/06\/add-fields-to-client-profiles-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2844,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/418\/revisions\/2844"}]}}