Simply check the ‘Show in Lists’ checkbox - the Custom Field will appear as a category in the relevant user list. Note that this only be shown in list for user role types (Tutors, Clients, Students, Affiliates).

Simply check the ‘Available in Filters’ checkbox.

Simply check the ‘Enquiry Form’ checkbox.

In order to do this, you will need to know the prefix of the user that you are trying to enter the details for. Below is a table of which users that you can add Custom Fields to alongside their relevant document type:

For example, say you wanted to add information from a Custom Field you have previously created onto your Invoice HTML Template. As per the table above, Invoice templates have the Client user type. Therefore, the Custom Field would need to be applied to Clients.

Once the Custom Field has been created, you will want to select that Custom Field from the list and check the ‘Machine Name’ associated with that Custom Field.

You need to make sure you’re enabling the relevant user access checkbox at the bottom of the panel. For instance, Custom Fields that you want to display on your Public Tutor Listing profiles won’t be viewable unless ‘Client Access’ is checked.