Can I add custom fields or build my own automations on the platform?

Yes, you can add custom client fields, and you can use automations tied to templates and client/booking activity.

Custom fields

You can create custom client properties to track details that matter to your business, like:
Preferred species
Weapon type
Past hunt year
License status
Group size
Referral source
Notes or tags
These fields can help you segment clients into lists and send more targeted messages.

Automations

Automations can use your message templates to send emails/SMS based on booking or client activity.
Editing a template can change what an automation sends, depending on the automation’s toggles and setup.
SMS automations require SMS to be configured under Integrations.

If you want to set them up, the usual path is:

You’re already on Message Templates, which is a good starting point for automation content.

Yes, you can add custom client properties (species, weapon type, license status, referral source, and more) to segment your list, and build automations in the Automation Center that trigger off a message template and booking or client activity.