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Add a Customer’s Gender and Birthday in CleanCloud
Add a Customer’s Gender and Birthday in CleanCloud

Enable and add a customer’s gender and birthday in CleanCloud for better personalization. Learn how to activate and update these fields.

Rafael avatar
Written by Rafael
Updated this week

You can record a customer’s gender and birthday when adding or editing their profile in CleanCloud.

Enable Gender and Birthday Fields

Before adding this information, you must activate the fields in your settings:

  1. Go to Settings → Admin → Workflow → New Order Page → Optional Customer Fields.

  2. Toggle on the following fields as needed:

    • Gender

    • Birthday

  3. Click Submit to save the changes.


Adding or Editing a Customer’s Gender and Birthday

Once the options are enabled, you can add or update this information:

  • When adding a new customer on the New Order page.

  • When editing an existing customer via their CRM profile.

This allows you to store additional details that may help personalize customer interactions and marketing campaigns.


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