Client profile fields

Status

Set the field to ON or OFF. When a field is set to OFF, it's hidden from clients and staff. The information clients already entered is kept.

Image, First name, Last name, and Email/Username are always on.

Applies to

Choose who the field is for:

• All profiles – The field appears on every client profile.
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• Child profiles – The field only appears on profiles linked as a child or care receiver.
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• Parent profiles – The field only appears on profiles linked as a parent or guardian.

All three options are always available, even if your business doesn't use relationships. If you remove relationship types later, the field keeps its setting but doesn't match anyone.

Visible to

Choose who can see the field:

• Clients and staff – Clients can see and fill in the field.

• Staff only – The field never appears to clients.

If you select Staff only, only When staff add or edit a profile is available under Where should we ask for it?, and Don't ask can't be selected.

Where should we ask for it?

Choose when clients and staff are asked for the field. For each entry point, select one of the following options:

• Don't ask – The field isn't shown.

• Optional – The field is shown, and it can be left blank.

• Required – The field must be filled in before the person can continue.

The entry points are:

• When staff add or edit a profile – The field appears on the form staff use to add or edit a client profile. Don't ask isn't available.
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• When a client edits their profile – The field appears when a client updates their own profile in the Client Portal or the Achieve Client App. Don't ask isn't available.
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• When a client signs up – The field appears when someone creates a new account using the Direct Sign-Up URL.
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• When a client adds a relationship – The field appears when a client adds a family member to their account, either directly or while booking.
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• When a client books a service – The field appears during the online booking process.
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• When a client makes a purchase – The field appears during the online purchase process.
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• When a guest books or buys – The field appears when someone books or buys as a guest. This is separate from the other entry points, so you can ask guests for information you don't ask registered clients for. Your business policies still control whether guests can book. This entry point doesn't apply when a client adds a guest to their own booking. That guest is always asked for a first name, last name, and email address.

If Visible to is set to Staff only, only When staff add or edit a profile is available, and Don't ask can't be selected.

Note: Some fields are required to use certain features. For example, date of birth is required to book services with age restrictions.

Image

A profile image that represents the client. For more information, see Add or change a client's profile image.

First Name

The client’s first name.

Last Name

The client’s last name.

Email

The email address used by the client to sign in. All client email notifications are directed to this email address.

• When the client has a relationship with another client, the Copy email from relationship option appears. Set this option to ON to select one of the client’s relationships and copy their email to this field.
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• To send notification copies to additional contacts, use the Also send notifications to section directly below this field. For more information, see Add secondary notification contacts to a client profile.

Cell Phone

The cell phone number at which the client can be contacted. SMS client notifications are directed to this number.

• When the client has a relationship with another client, the Copy phone from relationship option will appear. Set this option to ON to select one of the client’s relationships and copy their cell phone number to this field.

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:

• Clients can't book services with age restrictions.

• Clients who book through ClassPass automatically have their date of birth set to January 1, 1980.

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.

When a guest redeems a guest pass, this field is automatically set to the member who sent the pass. If this field is already populated with a different client, the existing value isn't overwritten.

Lead Source

The origin of the lead, such as referral, website, or social media.

Lead created by

The staff member responsible for creating the lead.

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.