Customizing fields

Every coach tracks slightly different things. CoachFile starts you with a sensible set of fields, and you can change them to match how you work. Open Settings, then Demographics.

• Add a field of the type you need: short text, long text, a number, a date, a yes or no checkbox, or a dropdown with your own options.
• Scope a field to all clients, or to a specific coaching tier, so the right details show up in the right places.
• Reorder fields by dragging them into the order you want.
• Rename or remove a field. When you delete a field that has data on it, CoachFile tells you how many clients are affected first, and gives you a 30-second undo.

Your custom fields appear in the Add client form, on each client's profile, and when you import notes.