---
title: Profile Questions
description: Learn how to customize and manage profile questions in Checklick. Set required or optional fields, add custom questions for your organization, and download responses as tags or spreadsheets for easy data management.
---

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1. [Help Center](https://help.checklick.com/articles?hsLang=en)
2. [Help for Evaluators and Managers](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en)
3. [Managing your people](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#managing-your-people)

# Profile Questions

Checklick collects **standard information** such as first name, last name, email and birthdate that are needed to create an account, however, there are other fields such as address, phone number, gender and emergency contact that you can choose if you want to make **mandatory, hidden or optional**. If you want to update this, you'll want to:

1. Go to the **Organization** tab.
2. Select **Edit Organization.**
3. Go to the **Required Information** on the left-hand side.
4. Click on the **dropdown menu** next to the information you want to collect.
5. Select if you want to make the information **mandatory, hidden** or **optional**.

Does your organization need to collect information that isn't one of Checklick's standard fields, for example, does your organization give membership numbers to each person?

You can add **profile questions** to your organization in Checklick, which will ask these questions each time a person is added to your organization. Whenever someone answers your profile question, the answer will be saved on that user's profile as a tag.

**Setting Up Profile Questions**

Here's how to set up profile questions:

1. Log in as the manager of your Organization.
2. Click **Organization** at the top.
3. Look for the section entitled **Personal Profile Questions.**
4. Click **add profile question.**
5. If you want to make the question mandatory, select **mandatory** from the dropdown menu.
6. Enter a **question** that will be asked of the new person. For example, "What is your shoe size?".
7. Enter a **tag name** that will appear beside the answer on each persons' profile. For example, "Shoe Size". When an answer is saved on a user's profile, the tag will look like this: Shoe Size: **11**.
8. Select an **answer type** for your question. If you select a checkbox, a user will be able to check more than one thing, and each checkbox answer will be saved as a separate tag.

**Downloading Answers to Profile Questions**

Answers to profile questions are saved as tags on each person's profile. To download a spreadsheet of answers:

1. Start on the **People** page.
2. Select the people you wish to download (by default, all people are selected).
3. On the left-hand side, click **Spreadsheet** under the **Download header**. A spreadsheet will then be downloaded by your browser.
4. You'll see each profile question as a separate column in your spreadsheet, and each person's answer will be in the cell adjacent to their name.

**Notes on Profile Questions**

- Checklick will only ask a person to answer a Profile question if they are being newly affiliated with your Organization. It won't ask profile questions if you are adding a person who is already affiliated with your Organization.
- If a person answers a profile question, but already has an answer to that question saved, the old answer will be overwritten by the new answer.

- [Help for People with Checklick Accounts](https://help.checklick.com/articles/help-for-people-with-checklick-accounts?hsLang=en#main-content)

    - [Your Profile](https://help.checklick.com/articles/help-for-people-with-checklick-accounts?hsLang=en#your-profile)
    - [Your Logbook](https://help.checklick.com/articles/help-for-people-with-checklick-accounts?hsLang=en#your-logbook)
    - [Account Management](https://help.checklick.com/articles/help-for-people-with-checklick-accounts?hsLang=en#account-management)
- [Help with Checklick Storefronts](https://help.checklick.com/articles/help-with-checklick-storefronts?hsLang=en#main-content)

    - [Getting Started with Checklick Storefront](https://help.checklick.com/articles/help-with-checklick-storefronts?hsLang=en#getting-started-with-checklick-storefront)
    - [Storefront Management](https://help.checklick.com/articles/help-with-checklick-storefronts?hsLang=en#storefront-management)
    - [Running Your Storefront](https://help.checklick.com/articles/help-with-checklick-storefronts?hsLang=en#running-your-storefront)
- [Help for Evaluators and Managers](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#main-content)

    - [Getting Started](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#getting-started)
    - [Using Checklists](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#using-checklists)
    - [Managing your people](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#managing-your-people)
    - [Creating your own checklists](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#creating-your-own-checklists)
    - [Payment Plans and Billing](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#payment-plans-and-billing)
    - [Checklist Licensing (Sharing Your Checklists With Other Organizations)](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#checklist-licensing-sharing-your-checklists-with-other-organizations)
    - [Insights](https://help.checklick.com/articles/help-for-evaluators-and-managers?hsLang=en#insights)
- [Stripe Accounts](https://help.checklick.com/articles/stripe-accounts?hsLang=en)
- [The Checklick API](https://help.checklick.com/articles/the-checklick-api?hsLang=en#main-content)

    - [Using the API](https://help.checklick.com/articles/the-checklick-api?hsLang=en#using-the-api)

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