How to Configure Customer Profile Fields
Not every business needs the same customer data. A restaurant might care about dietary preferences and anniversary dates, while a fitness studio needs membership type and emergency contact. 1Mint Club's Customer Fields settings let you tailor exactly what information you collect and display.
This guide walks you through the Customer Fields configuration page, where you can show or hide default field sections based on your business type and create entirely new custom fields that are unique to your operation.
Before You Start
- An active 1Mint Club partner account
- Your business type set in Profile settings (it determines default field presets)
- A clear idea of what customer information is important for your business
Access Customer Field Settings
Navigate to the Customer Fields tab
Click "Settings" in your sidebar, then switch to the "Customer Fields" tab. This page has two main sections: field section visibility (which groups of fields to show or hide) and the custom field builder (for creating entirely new fields).
Configure Default Field Sections
Understand business-type presets
1Mint Club comes with preset field configurations tailored to different business types. When you set your business type in Profile settings, the system automatically shows the most relevant field sections and hides the rest. For example, a restaurant sees dining preferences and table information, while a retail store sees purchase preferences and loyalty tier fields.
Show or hide field sections
Each section has a toggle to show or hide it. Hidden sections don't appear on customer profile forms — they're not deleted, just not visible. You might hide sections that aren't relevant (e.g., a bookstore hiding "Fitness Goals") to keep customer profiles clean and focused for your staff.
Less is more when it comes to customer fields. Only show what your staff will actually use. A cluttered profile form leads to incomplete data — a focused one gets filled in properly.
Create Custom Fields
Open the Custom Field Builder
Below the default field sections, you'll find the Custom Field Builder. This tool lets you create fields that don't exist in the default set — anything specific to your business that you want to track for each customer.
Define your custom field
Specify a field name (e.g., "Preferred Coffee Roast," "Membership Tier," "Allergies"), choose a field type (text, number, date, dropdown, etc.), and optionally set validation rules or default values. The field name should be descriptive enough that any staff member understands what to enter.
Think about how you'll use the data before creating the field. Custom fields that feed into segments are the most valuable — for example, a "Preferred Product Category" field lets you create segments like "customers who prefer electronics" for targeted campaigns.
Manage custom fields
Custom fields appear alongside default fields on customer profiles. You can edit or remove custom fields at any time from the Custom Field Builder. Removing a field doesn't delete the data already collected — it just stops showing the field on new profile views and forms.
Best Practices for Field Configuration
Start minimal, expand as needed
When first setting up, only enable the fields your team will actively use. You can always add more later. A profile form with 5 focused fields gets completed far more often than one with 20 fields, most of which sit empty.
Align fields with your segmentation strategy
The most powerful use of custom fields is segmentation. Before creating a field, ask yourself: "Will I want to create a customer segment based on this data?" If the answer is yes, it's a great custom field. If the data is just "nice to know," it might not be worth the effort of collecting it.
Great custom field examples: "Favorite Product Category" (for targeted offers), "How They Found Us" (for acquisition analysis), "Birthday Month" (for birthday campaigns). Poor examples: internal notes that won't drive any action.
Wrapping Up
Your customer profiles are now configured to collect exactly the information that matters for your business. Clean, focused profiles lead to better data, which leads to more effective segments and campaigns. To learn about managing your subscription and billing, read our guide on "How to Manage Your Subscription and Billing."