> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-produit/personnalisation-de-la-fiche-client-participant.md).

# Customization of the Client (Participant) Profile

#### What is this feature for?

The customer file personalization functionality allows you to add personalized fields to customer files. This is particularly useful for requesting additional information when selling online or over the counter. You can add various types of fields such as text, course, long text, numeric, or list of choices.

#### How to use this feature?

1. **Access to the Customer File Configuration**:
   * In the left menu of the Yoplanning.pro application, go to `Administration`.
   * Select `Configuration`.
   * Click on `Customer Profile`.
2. **Added New Fields**:
   * Click `Add` to insert a new field in the customer file.
   * Assign an `Internal Name` to the field (this name is not visible to clients).
   * Enter a `Name with Translations`, which will be visible on your reservation module.
   * Choose the desired `Field Type` (text, course, etc.).
   * Click `Save`.
3. **Activation of Fields in Products**:
   * Open the relevant `Product Sheet`.
   * In the `Participant` section, determine whether the field is `Not Displayed`, `Optional` or `Required`.

**Note:** You can also request participant information a second time after ordering using the link received by email. [See dedicated article by clicking here](/en/yoplanning-academy/yoplanning-parametrage/parametrage-produit/personnalisation-de-la-fiche-client-participant/demander-les-informations-concernant-le-participant-a-posteriori-de-la-commande.md)

#### Tips for Use and Best Practices

* **Field Selectivity**: Do not add all fields to all products. Evaluate whether the information is relevant to the specific product.
* **Clarity of Field Names**: Make sure field names are clear and understandable to end users.

#### Common Errors and Their Solutions

* **Fields Not Visible on the Reservation Module**: If a field does not appear, check that you have saved the field and activated its visibility on the product sheet.
* **Misclassified Fields**: If a field is not appropriate for certain products, return to the product sheet configuration to adjust its visibility.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-produit/personnalisation-de-la-fiche-client-participant.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.