🔹 Step 1: Go to Custom Fields
In the left-hand menu, select Settings ⚙️.
Under Fields, click Custom Fields.
Choose the appropriate object type:
Contact – For a contact’s website or LinkedIn page.
Account – For a company website.
Booking / Event / Group – For linking related online materials.
🔹 Step 2: Create a New Custom Field
Click New Custom Field (top right corner).
In the Field Label box, enter a descriptive name (e.g., Website or Company Link).
For Object Type, select where you want this field to appear (e.g., Booking).
Under Field Type, select HTML.
This allows you to insert clickable links within the field.
🔹 Step 3: Configure Optional Settings
You can enhance the field setup with the following options:
Default Value – Add a placeholder text or sample URL (e.g.,
https://example.com).Description / Placeholder – Provide a note for users such as “Enter the company website link here.”
Merge Field Name – (Optional) Used if you plan to include this field in templates or documents.
🔹 Step 4: Save the Custom Field
Once complete:
Review your entries.
Click Create to save the field.
The new Website/Link field will now appear on the object’s detail view (e.g., Booking Details or Account Details).
🔹 Step 5: Use the Website Field
Navigate to a booking, account, or contact record.
You’ll see your new Website field under Custom Fields.
Enter a full URL (e.g.,
https://clientwebsite.com).The link will appear clickable, opening in a new tab when clicked.
✅ Tips
Use the HTML field type for links — it supports formatting and clickable text.
Keep field names concise for easy template merging.
You can group similar custom fields using Custom Field Sets (e.g., “Online Resources”).