You can edit and customize the fields displayed on a client's profile page, including the order in which they're shown, which fields are required, and the fields that are displayed when a client registers or books a service.
Manage the client profile fields
To mange the client profile fields, complete the following:
Click the App Drawer button
then click View All > Setup > Clients > Client Profile Fields.On the Client Profile Fields page, you can edit the checkboxes for each field as required:
Required By Client – Makes a field mandatory for a client when creating or modifying their profile.
Required By Staff – Makes a field mandatory for a staff member when creating or modifying a client's profile.
On Sign Up – Displays the field when a client books a service online for the first time.
During Booking/Purchase – Displays the field when a client or staff member books a service or makes a purchase online.
To change the name of any default or custom client profile field, click the Action button
, click the Edit field button, enter a new field name, and click Save.For any default field except Image, First Name, Last Name, and Email/Username, switch its toggle to ON or OFF to determine whether the field is displayed in client profiles.
To change the order in which fields are displayed in client profiles, click the Move icon
in the first column and drag the field up or down in the list. You can’t change the order of the first four fields.
Note: Clearing the On Sign Up or During Booking/Purchase checkboxes for a client field will hide the field from appearing when a client signs up or makes a booking online for the first time. To remove the client field elsewhere you can remove the field or switch its toggle to OFF.
Add a custom client field
To add a custom client field, complete the following:
Click the App Drawer button
then click View All > Setup > Clients > Client Profile Fields > Add Custom Field at the top of the page.Under FIELD DETAILS:
Under Field type, select the type of client field. For more information on the options available, see Custom client fields.
Under Field name, enter the name of the new client field.
Configure the field based on your field type selection.
Under SETTINGS, you can configure the privacy settings for the field and choose whether the field is mandatory:
Set the Visible to clients option to ON to make the custom field viewable by clients.
When this option is set to ON, the Required by clients option, Display on sign-up option, and the Display during booking/purchase option become available. For more information, see Custom client fields.
Set the Required by staff option to ON to make the field a required field when staff members create or modify a client profile.
Click Save. The field is created and added to the bottom of the page.
To change the order in which the field is displayed in client profiles, click the Move icon
in the first column and drag the field up or down in the list. Your changes are saved automatically.
Modify a custom client field
To modify a custom client field, complete the following:
Note: If you delete an option in a dropdown menu or radio field, clients who had that option selected will have their selection changed to the default value.
Click the App Drawer button
then click View All > Setup > Clients > Client Profile Fields.Find the custom client field that you want to modify, click the Action button and select Edit field.
On the Edit field page, update the field as required. For details on the options available, see Custom client fields.
Click Save.
Remove a custom client field
To remove a custom client field, complete the following:
Caution: When removing a custom client field, all values for that field that are saved on your client profiles will be deleted. This information can’t be restored.
Click the App Drawer button
then click View All > Setup > Clients > Client Profile Fields.Find the custom client field that you want to delete, click the Action button and select Remove.
In the confirmation popup, click Delete.