Custom fields let you collect and store additional information on client profiles beyond the standard WordPress user fields.
Managing Fields
Go to PortalPress > Settings > Custom Fields to add, edit, reorder, or delete fields.
Field Types
| Type | Description |
|---|---|
| Text | Single-line text input |
| Textarea | Multi-line text area |
| Email address with format validation | |
| Phone | Phone number with international format support |
| Checkbox | Single on/off toggle |
| Checkboxes | Multiple selectable options |
| Radio | Single selection from multiple options |
Field Settings
| Setting | Description |
|---|---|
| Label | Display name shown to users |
| Key | Internal identifier (auto-generated from label) |
| Field Type | One of the types listed above |
| Options | For checkboxes and radio types — the list of choices |
| Visibility | Where the field appears (see below) |
| Required | Whether the field must be filled in |
Visibility Options
| Option | Registration Form | Client Profile | Admin Portal |
|---|---|---|---|
| Admin Only | – | – | Yes |
| Profile | – | Yes | Yes |
| Registration | Yes | Yes | Yes |
“Admin Only” fields are only visible to admins on the client’s portal management page. This is useful for internal-only data like account numbers or client tiers. Admin-only fields cannot be marked as required.
Where Fields Appear
- Registration form — fields with “Registration” visibility are shown during client sign-up
- Client profile tab — fields with “Profile” or “Registration” visibility appear in the portal Profile tab
- Admin portal — all fields are visible and editable from the admin client management page
Address Fields
Built-in address fields (Street Address, Street Address 2, City, Country, State/Province, Zip/Postal Code) are separate from custom fields. Configure their visibility and required status in Settings > Custom Fields under the Address Fields section. The country dropdown dynamically populates the state/province field with relevant subdivisions.