Skip to main content

[draft] Customise Your Client Database Fields in Better Clinics

Make it yours – build a client database that works for your practice.

Clarice Coleen Lasco avatar
Written by Clarice Coleen Lasco
Updated over a week ago

Better Clinics allows you to customise how client information is structured and displayed, giving you full control over the fields that appear in each client profile.

You can organise and manage details such as delivery addresses, health insurance information, marketing preferences, and online details—so your database reflects exactly what your practice needs.

🔧 Customisation Options

Within the custom client fields settings, you can:

  • Access structured system field groups

  • Add unlimited custom fields

  • Show or hide specific system field groups

  • Edit placeholders and field labels

  • Enable or disable fields based on your workflow

These options help you simplify your client profiles and collect only the information relevant to your practice.

📍 How to Get Started

To access your new customisation options:

  1. Go to the Settings cog in the top menu

  2. Under the Clients section, click “Setup Contact Fields”


System Field Sections

Better Clinics provides you with more control over which sections appear in your client profiles. You can choose to show or hide specific groups of system fields, helping to declutter profiles and keep everything organised.

  • Delivery Address Details

  • Work Details

  • Payment Information

  • Marketing

  • Online Details

  • Medicare Details

  • Health Insurance Details

  • NDIS Details

  • DVA Details

⚠️ Note: The following core sections are always visible and cannot be turned off:

  • Client Details

  • Contact Details

  • Address Details

Customise Each Section

Each category includes a field type, title, and placeholder text.

You can customise the placeholder text to suit your needs.

Note: For the Online Details section, the title can also be edited.

How to Add Custom Fields

Example: “Preferred Appointment Time” under Marketing Details
This is handy for tracking a client’s ideal time for bookings. To keep your admin team aligned when scheduling appointments around client preferences.

  1. Go to Settings (cog icon)

  2. Select Setup Contact Fields under Clients

  3. Choose the section you’d like to update

  4. Click Add New Field, then set your:

    • Field Type (e.g., Text)

    • Field Name (e.g., “Preferred Appointment Time”)

    • Placeholder (e.g., Indicate Time and Day)

5. Click Save – your new custom field will now appear in the client’s profile.

Built to Fit Your Practice

No two clinics are the same, and your client database should reflect that. These settings let you customise how you collect and display information—so your team can stay focused on what matters and deliver a more personalised experience for every client.

💬 Need Help?

If you have questions or want help setting up your contact fields, feel free to reach out to our support team—we’re here to help!

Did this answer your question?