Creating Custom Reference Fields

  1. Access 'Settings' from the home screen menu.
  2. Navigate to the 'Options' tab.
  3. Enable up to three custom customer reference fields.
  4. Activate a field by checking the box and renaming the title.
  5. Visit the student or customer database and select a profile.
  6. Locate the new reference fields in the 'Details' tab.
  7. Enter relevant information in these fields and save the changes.
  8. Note that these fields are not visible or editable by customers.

These fields are useful for storing additional, custom information about students or customers in USchedule. For further details and visual guides, refer to USchedule's instructional videos and support resources.

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