You can edit and customize the fields displayed on a client's profile page, including their order, required status, and visibility during registration or booking.
Manage the client profile fields
To mange the client profile fields:
Open the App Drawer
then click View All > Setup > Clients > Client Profile Fields.On the Client Profile Fields page, edit the checkboxes for each field as required:
Mandatory for clients – Select to make a field mandatory for a client when creating or modifying their profile.
Mandatory for staff – Select to make a field mandatory for a staff member when creating or modifying a client's profile.
Ask on sign up – Select to display the field when a client books a service online for the first time.
Ask on booking/purchase – Select to display 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 Action
, select Edit field, then enter a new field name, and click Save.For all default fields except Image, First Name, Last Name, and Email/Username, switch its toggle to ON or OFF to show or hide the field in client profiles.
To change the order the fields are displayed in client profiles, use the Move icon
to drag and place the field up or down in the list. You can’t change the order of the first four fields.
Add a custom client field
To add a custom client field:
Open the App Drawer
then click View All > Setup > Clients > Client Profile Fields > Add Custom Field at the top of the page.Under FIELD DETAILS:
Select the type of client field, enter the name of the new client field and configure the field based on your field type selection.
Under SETTINGS, configure the privacy settings for the field and choose whether the field is mandatory:
Set Visible to clients to ON to make the custom field viewable by clients.
When ON, the Required by clients, Display on sign-up, and the Display during booking/purchase options become available.
Set Required by staff 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 the field is displayed in client profiles, use the Move icon
to drag and place the field up or down in the list. Your changes are saved automatically.
Modify a custom client field
To modify a custom client field:
Note: When you delete a dropdown menu or radio option, clients with that selection are assigned the default value.
Open the App Drawer
then click View All > Setup > Clients > Client Profile Fields.Find the custom client field you want to modify, click Action and select Edit field.
On the Edit field page, update the field as required. For more information on the options available, see Custom client fields.
Click Save.
Remove a custom client field
To remove a custom client field:
Caution: When removing a custom client field, all values for that field that are saved on your client profiles are deleted. This information can’t be restored.
Open the App Drawer
then click View All > Setup > Clients > Client Profile Fields.Find the custom client field you want to delete, click Action and select Remove.
In the confirmation popup, click Delete.