---
title: "Add custom fields to membership records"
slug: "add-custom-fields-to-membership-records"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:12:52Z
published: 2026-10-16T01:12:52Z
canonical: "help.servicetitan.com/add-custom-fields-to-membership-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add custom fields to membership records

## Overview

---

### 

****Who uses this feature****

- Administrators and office employees
- Primarily benefits Residential Service and Replacement business types
- Applies to all trades

## Add a custom field

If your membership workflow includes specialized information like billing or promotional codes, you can add a custom field to your membership records that can also be included in reports.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A33Z&se=2026-11-09T12%3A29%3A33Z&sr=c&sp=r&sig=zQ5p1SAIODWW3Zqdf%2BUAvIoM0C%2BTjgrDv3S%2B3g8k6BQ%3D) **>** **Operations** **>** **Custom Fields**.
2. On the *Custom Fields* screen, click **Add**.
3. Enter a name in the **Name** field.
4. Select **Customer Membership Record**.

> [!NOTE]
> **Note:** To include the field on customer-facing membership estimates and invoices generated in the office, select Display on Office Membership Estimates and Invoices
5. From the **Type** dropdown, select the information you want the field to include:
  - **Text**: Letters, numbers, and symbols.
  - **Dropdown**: A list of items to select from.
    1. Enter the first item in the list in the **Option 1** field.
    2. Click **Click to add option** to add another field.
    3. Click and drag the arrows on the side of a field to change the list order.
    4. Click **Remove** next to a field to delete it from the list.
  - **Numeric**: Numbers only.
6. Click **Save**. The new field now appears on the *Edit Membership* screen.

## Want to learn more?

- See [Use custom fields](/residential-s-r/docs/use-custom-fields)

When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)