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Extras are custom fields you can create to store specific, freeform information on a participant's profile that doesn't fit into our standard domains. Their primary purpose is to make the platform flexible for your unique data needs.

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Think of it like adding a custom field to a contact in your address book, such as 'Employee ID' or 'Dietary Preference'. Extras allow you to define and store the exact data points you require for each participant.

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Example Imagine a corporate wellness provider needs to track the 'Department' and 'Start Date' for each employee (participant).

  1. They first create two Extra Types: one named "Department" (with a Text format) and another named "Start Date" (with a Date/Time format).
  2. Now, when a coach views any employee's profile, they can add these new "Extras".
  3. The coach selects the "Department" Extra and enters "Marketing", then selects the "Start Date" Extra and enters the employee's start date. This custom information is now stored directly on that participant's record. </aside>

The Two-Part System: Extra Types and Extras

The Extras system is built on a simple two-part structure: the template for the data (Extra Type) and the actual data itself (Extra).

Extra Types (The Template)

Before you can add any custom data, you must first create an Extra Type. An Extra Type is the blueprint for your custom field. It defines crucial properties like:

Extras (The Data)

Once an Extra Type has been created, a coach can then add an Extra to a specific participant's profile. This is the actual data being stored. When a coach adds an Extra, they select from the list of available Extra Types (like 'Emergency Contact') and are then presented with a form to enter the value that matches the defined format.


Create a New Extra Type

  1. Navigate to the side menu and select More → Extra Types.
  2. Click the button to add a new Extra Type.
  3. Configure its Name, Format (e.g., Text, Number, Yes/No, JSON, Date/Time), and specific rules, then save.

Adding an Extra Value to a Participant

To add the actual data, a coach navigates to a participant's dashboard and selects the option to add a new Extra. They will be prompted to choose from the list of pre-defined Extra Types and can then enter the value they want to store.