{"id":11018,"date":"2026-03-29T22:50:31","date_gmt":"2026-03-29T22:50:31","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11018"},"modified":"2026-04-02T22:38:32","modified_gmt":"2026-04-02T22:38:32","slug":"greminders-custom-fields","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/greminders-custom-fields\/","title":{"rendered":"GReminders Custom Fields"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Purpose and Use Cases<\/h2>\n\n\n\n<p>Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used.<\/p>\n\n\n\n<p>This eliminates repetitive manual edits when your organization evolves\u2014whether you&#8217;re updating contact details, service offerings, or team-specific information.<\/p>\n\n\n\n<p><strong>Key benefits include:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Consistency<\/strong>: Information stays accurate across all communications.<\/li>\n\n\n\n<li><strong>Time savings<\/strong>: Change data once, and it updates everywhere.<\/li>\n\n\n\n<li><strong>Personalization<\/strong>: Tailor reminders and events without rebuilding templates.<\/li>\n\n\n\n<li><strong>Flexibility<\/strong>: Use fields for dynamic content like websites, regions, services, or fees.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Events &#8211; Custom Fields<\/h2>\n\n\n\n<p>Custom fields at the <strong>Event<\/strong> level (previously called Event Type custom questions) are ideal for gathering client-specific information during the booking process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to Set Up Event Custom Fields<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Custom Fields<\/strong>: &#8216;<strong>Setup<\/strong>&#8216; &gt; &#8216;<strong>Custom Fields<\/strong>&#8216;, &#8216;<strong>Events<\/strong>&#8216;.<\/li>\n\n\n\n<li>Create a new custom field.<\/li>\n\n\n\n<li>Define:\n<ul class=\"wp-block-list\">\n<li>The <strong>Name<\/strong> (internal\/backend reference and field name)<\/li>\n\n\n\n<li><strong>Question<\/strong> (what clients see)<\/li>\n\n\n\n<li><strong>Tool Tip<\/strong> (optional guidance)<\/li>\n\n\n\n<li><strong>Data Type<\/strong> (e.g., one line, multiple lines, dropdown, checkboxes, etc.).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Mark the field as required or optional.<\/li>\n\n\n\n<li>Save the field. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"480\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.35.20\u202fPM-1024x480.png\" alt=\"event fields\" class=\"wp-image-11022\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.35.20\u202fPM-1024x480.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.35.20\u202fPM-300x141.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.35.20\u202fPM-768x360.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.35.20\u202fPM.png 1109w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"911\" height=\"512\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/image-17.png\" alt=\"new event field\" class=\"wp-image-11023\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/image-17.png 911w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/image-17-300x169.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/image-17-768x432.png 768w\" sizes=\"(max-width: 911px) 100vw, 911px\" \/><\/figure>\n\n\n\n<p>Once saved, A <strong>Field<\/strong> will generate. This can now be used as a question in any <strong>Event Type<\/strong>, or added as a field to <strong>reminders<\/strong>, event <strong>titles<\/strong>, <strong>descriptions<\/strong>, <strong>locations<\/strong>, and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Example Use Case<\/h3>\n\n\n\n<p>Ask clients &#8220;What is the main goal for this meeting?&#8221; during booking. The answer becomes a field you can insert into a confirmation reminder or calendar invitation for better preparation.<\/p>\n\n\n\n<p>These event-level fields focus on per-booking data collection and remain separate from organization-wide properties.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Company &#8211; Custom Fields<\/h2>\n\n\n\n<p>Company (or Organization) custom fields store information that applies at the organizational level. These are perfect for details like your company website, branding elements, or general policies that should remain consistent across the entire platform.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to the <strong>Custom Fields<\/strong>: &#8216;<strong>Setup<\/strong>&#8216; &gt; &#8216;<strong>Custom Fields<\/strong>&#8216; &gt; &#8216;<strong>Company<\/strong>&#8216;.<\/li>\n\n\n\n<li>Create a new custom field.<\/li>\n\n\n\n<li>Define:\n<ul class=\"wp-block-list\">\n<li>The <strong>Name<\/strong> (internal\/backend reference and field name)<\/li>\n\n\n\n<li><strong>Question<\/strong> (what clients see)<\/li>\n\n\n\n<li><strong>Tool Tip<\/strong> (optional guidance)<\/li>\n\n\n\n<li><strong>Data Type<\/strong> (e.g., one line, multiple lines, dropdown, checkboxes, etc.).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Mark the field as required or optional.<\/li>\n\n\n\n<li>Save the field. <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Save the field. A <strong>Field<\/strong> (e.g., <code>{{My Company Website}}<\/code>) will appear for use elsewhere.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"480\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.15.31\u202fPM-1024x480.png\" alt=\"\" class=\"wp-image-11026\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.15.31\u202fPM-1024x480.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.15.31\u202fPM-300x141.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.15.31\u202fPM-768x360.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.15.31\u202fPM.png 1109w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Example: Company Website (with HTML Support)<\/h3>\n\n\n\n<p>Let&#8217;s use the company website as the example.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: Company Website<\/li>\n\n\n\n<li><strong>Question<\/strong>: Company Website<\/li>\n\n\n\n<li><strong>Tool Tip<\/strong>: Enter the main company website URL. Use HTML format for a clickable link in reminders and invitations.<\/li>\n\n\n\n<li><strong>Data Type<\/strong>: HTML (or One Line if you prefer plain text)<\/li>\n<\/ul>\n\n\n\n<p>After saving, go to <strong>Setup<\/strong> \u2192 <strong>General<\/strong>. Enter the value:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;a href=\"https:\/\/coaanalysis.com\/\"&gt;https:\/\/coaanalysis.com\/&lt;\/a&gt;<\/code><\/pre>\n\n\n\n<p>This renders as a clickable hyperlink.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Using the Field<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Client Reminders<\/strong> (under Reminders) and create or edit a template.<\/li>\n\n\n\n<li>In the content editor, use the <strong>Insert Field<\/strong> dropdown. Company fields appear as <strong>&#8220;My Company [Field Name]&#8221;<\/strong> (e.g., &#8220;My Company Website&#8221;).<\/li>\n\n\n\n<li>Insert it into reminder text, event titles, descriptions, or location fields.<\/li>\n<\/ul>\n\n\n\n<p><strong>Example in a Reminder<\/strong>:<br>&#8220;Join us for your meeting. Visit our website for more resources: {{My Company Website}}&#8221;<\/p>\n\n\n\n<p><strong>Preview<\/strong> the reminder to see the rendered HTML link.<\/p>\n\n\n\n<p>You can also paste the field directly into Event Type titles or custom location fields. When the website changes, update it once in Company settings\u2014all references update automatically.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Team &#8211; Custom Fields<\/h2>\n\n\n\n<p>Team custom fields apply to specific teams within your organization. These are useful when different teams handle distinct regions, service lines, or processes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to Set Up Team Custom Fields<\/h3>\n\n\n\n<p>Set up mirrors Company fields:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In <strong>Custom Fields<\/strong>, select the <strong>Team<\/strong> tab and create a new field.<\/li>\n\n\n\n<li>Define Name, Question, Tool Tip, and Data Type (e.g., dropdown for regions, text for team-specific notes).<\/li>\n\n\n\n<li>Save to generate the field.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"913\" height=\"419\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.46.47\u202fPM.png\" alt=\"team fields\" class=\"wp-image-11030\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.46.47\u202fPM.png 913w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.46.47\u202fPM-300x138.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.46.47\u202fPM-768x352.png 768w\" sizes=\"(max-width: 913px) 100vw, 913px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Example Use Case: Region or Service Area<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: Team Region<\/li>\n\n\n\n<li><strong>Question<\/strong>: Team Service Region<\/li>\n\n\n\n<li><strong>Data Type<\/strong>: Dropdown or One Line<\/li>\n<\/ul>\n\n\n\n<p>Then, go to <strong>Management<\/strong> \u2192 <strong>Teams<\/strong> \u2192 select a team \u2192 <strong>Settings<\/strong>. Populate the field (e.g., &#8220;North East&#8221; or &#8220;West Coast&#8221;).<\/p>\n\n\n\n<p>Team fields appear in the Insert Field dropdown as <strong>&#8220;My Team [Field Name]&#8221;<\/strong>.<\/p>\n\n\n\n<p>Use them in reminders or event details to specify &#8220;This meeting is hosted by our {{My Team Region}} team.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">User &#8211; Custom Fields<\/h2>\n\n\n\n<p>User custom fields are set at the individual user level. These allow personalization based on a specific advisor, representative, or team member.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to Set Up User Custom Fields<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In <strong>Custom Fields<\/strong>, select the <strong>User<\/strong> tab and create a new field.<\/li>\n\n\n\n<li>Define Name, Question, Tool Tip, and Data Type.<\/li>\n\n\n\n<li>Save to generate the field.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"913\" height=\"397\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.47.56\u202fPM.png\" alt=\"user fields\" class=\"wp-image-11031\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.47.56\u202fPM.png 913w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.47.56\u202fPM-300x130.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-29-at-3.47.56\u202fPM-768x334.png 768w\" sizes=\"(max-width: 913px) 100vw, 913px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Example Use Case: Services Offered or Advisor Type<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: Advisor Services<\/li>\n\n\n\n<li><strong>Question<\/strong>: Services Offered by This Advisor<\/li>\n\n\n\n<li><strong>Data Type<\/strong>: Multiple lines or checkboxes<\/li>\n<\/ul>\n\n\n\n<p>Then, go to <strong>Setup<\/strong> \u2192 <strong>Users<\/strong>, select the user, and edit their profile. Populate the custom field(s) for that individual (e.g., &#8220;Medicare Consultations, Insurance Advising, Retirement Planning&#8221;).<\/p>\n\n\n\n<p>User fields appear in the Insert field dropdown as <strong>&#8220;My [Field Name]&#8221;<\/strong> (e.g., &#8220;My Advisor Services&#8221;).<\/p>\n\n\n\n<p>Insert them into reminders: &#8220;Your advisor {{User Name}} specializes in {{My Advisor Services}}.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best Practices and Tips<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fields<\/strong>: Always use the generated fields rather than hard-coding text. This ensures automatic updates.<\/li>\n\n\n\n<li><strong>Data Types<\/strong>: Choose HTML when you need rich formatting (links, bold text, etc.) that should render in reminders and invitations.<\/li>\n\n\n\n<li><strong>Consistency<\/strong>: Keep Name and Question similar for clarity.<\/li>\n\n\n\n<li><strong>Testing<\/strong>: Use the Preview function in reminders to verify how fields (including HTML) appear to clients.<\/li>\n\n\n\n<li><strong>Scalability<\/strong>: Start with high-impact fields (like website or region) before expanding.<\/li>\n<\/ul>\n\n\n\n<p>GReminders\u2019 expanded custom fields feature streamlines communication and enhances personalization. By managing properties at the Event, Company, Team, and User levels and integrating them seamlessly as fields, organizations can maintain consistency and efficiency with minimal effort.<\/p>\n\n\n\n<p>Whether you&#8217;re updating your company website, team regions, or individual user services, changes propagate automatically\u2014saving time and reducing errors.<\/p>\n\n\n\n<p>That\u2019s it! Any questions? Please email support@greminders.com<\/p>\n\n\n\n<p>Happy Scheduling!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. You can insert these as fields into event types, reminder templates, event titles, descriptions, and more. Updates made in one place automatically propagate everywhere the field is used. This eliminates repetitive manual edits when your organization [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":11020,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73],"tags":[],"class_list":["post-11018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-scheduling-setup"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GReminders Custom Fields - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/greminders-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GReminders Custom Fields - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Purpose and Use Cases Custom fields provide a centralized way to manage properties at different levels of your organization. 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