Add Help Text To Fields in Custom Fields

Modified on Wed, 16 Apr at 8:31 PM

Your software comes with a standard set of pages, sections and fields and you may find that these are exactly what you wanted to ask! However, Custom Fields gives you the option to create your own fields, or edit the ones that are already included.

Customize your information pages for Clients, Pets, Staff and Service Reports to gather or communicate your information requirements to your Clients and Staff.

Help text provides opportunity to add your own guidance to Administrators & Staff and/or clients. Help text can be tailored to your business, explaining how to use a particular field and the type of information that should be added.

How Do I Add Help Text to Custom Fields?

Navigation: Admin > Custom Fields

Select the field you wish to add help text to by selecting the Page, Section and then the field.

Add help text guidance to information pages in dog walking software

Enter your guidance/instructions into the Help Text box
Click "Update"

Add help text instructions for clients in dog walking software

Choose where the help text is to be displayed by selecting the following options in the "Help Text Displays In" drop down field.

Admin Interface Only
Client Portal Only
Admin Interface & Client Portal

Click "Update" to save your changes.

Display help text in client portal or admin interface in cat sitting software

Your help Text will then be displayed in your chosen interface. If your help text is displayed in the Client Portals, your clients can click the "i" icon to reveal your guidance/instruction.

Help Text in the Client Portal in Dog Walking Software