Creating and managing user fields

Modified on Tue, 5 May at 6:40 PM

Creating and managing user fields

User fields store custom data about each user — vacation dates, employee numbers, role-specific information — that can be referenced in email templates, automation rules, and booking logic.

TL;DR

Go to Account → Users → User fields. Click New account field to create. Each field gets a slug and placeholder like hh-account.fields slug="your-slug". Set values per user in the User info tab. Deleting a field removes all stored values — back up first.

Get started in 4 steps

1

Open User fields

Go to Account → Users → User fields tab. You'll see a table listing all existing user fields with columns: Name, Slug, Placeholder, Type, and Value.

2

Create a new field

Click New account field. Fill in: Name (display label), Field type (Text or Checkbox), and optionally a Default value. The system auto-generates a slug from the name — note it down as you'll use it in placeholders.

Tip: use descriptive names (e.g. "Ferie fra", "Employee number") — you cannot easily rename slugs later without updating all references.

3

Set values per user

Go to the User info tab. Click the yellow edit icon on a user's row to set their field values. Field definitions are shared across all users — values are individual.

4

Use the placeholder in templates

Each field has a placeholder shown in the Placeholder column. Use it in email templates, SMS, and automation messages. Press CTRL+K / CMD+K in any template editor to search for the placeholder. Example for a field with slug "ferie-fra":

<hh-account.fields slug="ferie-fra" />
Read more

Editing and deleting field definitions

  • To edit a field's name or type: click the yellow edit icon next to it in the User fields table
  • To delete a field: click the red delete icon — this permanently removes all stored values for that field across all users
  • Before deleting, export from User info (CSV/Excel) if you need to preserve data
  • Changing a field's slug after creation requires updating all references in templates, automations, and any external integrations

Common searches

create user field • user field placeholder • user custom field • hh-account.fields • user data template

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