Using Custom Fields for memberships

[AlishiaC]

Has anyone had success using a Custom Field for a membership? 

If so, how are you applying this? 

[baraica · Accepted solution]

Hey Alishia! I've seen many customers use custom fields to help with dispatching and reporting on membership visits. They want to capture things like service costs and number of visits. It would be easy to run reporting on it as well since we do have KPIs for custom fields in custom reports. 

Also, here is a refresh on the how to for custom fields on memberships. https://help.servicetitan.com/how-to/memberships-custom-fields