Collecting Additional Information about a Participant

Want to collect extra information from your clients — such as a national ID number or home address? Or perhaps you need to add a note to a specific participant — for example, how they found out about your classes?

You can do this using custom fields.

Adding custom fields

In the ActiveNow school panel, go to:

• Settings → General and find the Custom fields settings section

• Click Additional participant-related fields

• Click Add field, then enter a name and choose a field type

If you choose the Dropdown type, a Choice options section will appear where you can add the available options. Separate them with the | character (Shift + the key above Enter).

Custom fields settings with Add field button and field type selection

Changing a field value for a specific participant

To fill in a custom field for a specific participant, open their profile (e.g. through the Participants tab) and find the Custom fields section.

You can edit values as follows:

• For Yes/No fields — toggle the switch

• For text fields — click the pencil icon, enter the value, then click outside the field to save

• For Dropdown fields — click the icon to expand the list and select an option

Participant profile Custom fields section showing different field types with edit controls

Visible fields on the participant list

You can choose which columns appear on the participant list — including your custom fields. In the Participants tab, click Show other fields, select the columns you want, and confirm. The selected columns will appear in the table and can be used for sorting and searching.

Participants list with Show other fields button and column selection panel

Visible fields in the course view

You can do the same inside a course. Open Course details, find the Participants section, and click Show other fields. The selected columns will appear in the participants table for that course.

Course details Participants section with Show other fields button and column selection