Staff with the Manage clients and Manage client profiles permissions can change a client’s profile details at any time. Below is a list of the details that can be modified on a client’s profile, each with a detailed explanation about what this change will affect.
Customizable client profile field settings
You can customize most default or custom client profile fields with the following settings. The below descriptions apply to the settings' behavior when enabled:
Setting | Description |
Mandatory for clients | Clients have to enter the information when creating a client profile.
Use this if you need to collect essential information upfront, like emergency contacts for youth programs or medical conditions for personal training. It ensures your staff has what they need to provide safe, personalized service.
This option can’t be disabled for the Email field.
Note: Some fields are required to use features. For example, age data is required for any services with age restrictions. |
Mandatory for staff | Staff has to enter the information when creating a client profile.
For example, you might want to ensure your staff never forgets to ask who referred a client or what their address is when onboarding a new client. Making this field required ensures consistency across your team.
Note: Some fields are required to use features. For example, age data is required for any services with age restrictions. |
Ask on sign up | Clients have to enter the information when creating their profile with the business. |
Ask on booking / purchase | Clients have to enter the information when booking a service or making a purchase online. |
State | The field appears and is editable on client profiles. Set fields you’re not using to OFF so you can keep your intake forms clean and focused. Less clutter means fewer client drop-offs during sign-up. |
Default client profile fields
These fields are set up in the system by default, but you can deactivate them to prevent clients from having to fill them out.
Field | Description |
Image | A profile image that represents the client. |
First Name | The client’s first name. |
Last Name | The client’s last name. |
The email address used by the client to sign in. All client email notifications are directed to this email address.
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Cell Phone | The cell phone number at which the client can be contacted. SMS client notifications are directed to this number.
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Home Phone | The client's home phone number. |
Work Phone | The client's work number. |
Date of birth | The client’s date of birth. When this field isn’t required and is left empty:
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Gender | The client’s gender. The default options are Male, Female, and Prefer not to say. The third option can be renamed to suit your business needs. When a client selects the third option or leaves the field empty, the system automatically creates a gender-neutral profile. |
Address | The client’s home or work address. This entry can be used for billing and promotional purposes. Direct mail campaign postcards are sent to this address. |
City | The client's city. This field is auto-updated based on your business location or the client’s home location for businesses with multiple locations. It may also display the associated state/province and country. |
Home Location | The business location the client visits most often. |
Referred By | Displays the name and email address of the client who referred the client to your business. Reward points can be given for client referrals. |
Time zone | The time zone the client selects based on their location. This option is only available when you enable the Allow clients to adjust time zone option in your Booking Policy Settings. When OFF, your business's time zone is used.
Note: When the client isn't signed in, the Class schedule within the schedule widgets and Client Portal is displayed using the time zone in the client’s browser. If unavailable, the it defaults to your business’s time zone. |