Customers

Custom Attributes

Track any data unique to your business. Create custom fields for skin types, product preferences, allergies, or anything else you need.

What Are Custom Attributes?

Custom attributes are fields you define to capture information specific to your business. Unlike standard fields (name, email, phone), custom attributes let you track anything.

Common Examples

Hair & Beauty

- Hair color formula
- Skin type (oily, dry, combination)
- Product allergies
- Preferred stylist

Wellness & Fitness

- Fitness goals
- Health conditions
- Preferred class time
- Membership level

Attribute Types

Choose the right type for each attribute to ensure proper data entry and filtering.

Text

Free-form text input

Hair color formula: '6N + 10vol + 1/4 oz 7G'

Number

Numeric values for calculations and comparisons

Preferred pressure (1-10): 7

Date

Date values for tracking events

Last color service: Jan 15, 2026

Boolean

Yes/No toggle

VIP member: Yes

Select

Choose from predefined options

Skin type: [Oily | Dry | Combination | Normal]

Creating Attributes

1. Define the Attribute

Go to Settings → Custom Attributes. Click "Add Attribute" and enter:

- Name: What the field is called (e.g., "Skin Type")
- Type: Text, Number, Date, Boolean, or Select
- Options: For Select type, define the available choices
- Visibility: Who can see and edit this field

2. Set Values on Customers

Values can be set in three ways:

- Manual: Edit directly on the customer profile
- AI-captured: Bizy extracts information from conversations
- Import: Bulk import via CSV with attribute columns

3. Edit Inline

Click any attribute value on a customer profile to edit it inline. Changes are saved automatically.

Filtering & Segmentation

Custom attributes integrate with the segment builder for powerful filtering.

Filter by value - Find all customers where "Skin Type" equals "Oily"

Numeric comparisons - Find customers where "Preferred Pressure" is greater than 5

Date ranges - Find customers where "Last Color Service" was more than 6 weeks ago

Has/missing value - Find customers who don't have a "Hair Formula" recorded yet

Attribute Sources

Each attribute value tracks where it came from for transparency and auditing.

Manual

Set by staff members directly on the customer profile

AI

Extracted automatically from conversations by Bizy

Import

Added via CSV import or integration sync