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How do I add extra fields to plans to gather additional information from my clients during the sign up process?

For example - If you are allowing your customers to purchase a membership plan for someone else - Christmas membership/ gift, you might want to gather the recipients name, number and email

After signing in to the dashboard, bottom left you will see 'My account' if you click on this it will load the below page and you will see to the far right 'Custom branding & custom fields'.

 

 

After selecting 'Custom branding & custom fields' the below will appear, you just need to click on 'Add new field'

 

 

After selecting 'Add new field', the below will load up and you can now add an attribute and a description.

For example - Name of person receiving the membership = 'Full Name'

Description = 'Please provide the full name of the person receiving the membership'

You can make any amount of attributes and you are able to then activate any you like on any plan.

 

Below during the create a plan template, you can see at the bottom it is showing a number custom attribute examples I have made and I am able to select which ever ones I want to include in the plan I am creating and can also run a report including this information as well.