This article contains a list of the client profile fields that are available and enabled by default. Each client’s personal information is displayed in their client profile. The information that can be entered is based on the default and custom client profile fields that you have enabled. For information about determining which fields are used by clients, see Customizing the client profile fields.
In this article
Client profile field settings
The following options can be set for most default or custom fields.
| Setting | Description |
| Required By Client | When selected, clients will have to enter the information when creating a client profile. NoteThe Required By Client option can’t be disabled for the Email/Username field. |
| Required By Staff | When selected, staff will have to enter the information when creating a client profile. |
| On Sign Up | When selected, the field will be displayed when clients are creating their profile with the business. |
| During Booking/Purchases | When selected, the field will be displayed when clients book a service or make a purchase online. |
Default fields
| Field | Description |
| Image | A profile image that represents the client. |
| First Name | The client’s first name. |
| Last Name | The client’s last name. |
| Email/Username | The client’s email address. This email address is used by the client to sign in to client areas of the system. All client email notifications will be directed to this email address. This option must be Required By Client when modifying or creating a client profile. |
| Cell Phone | The cell phone number at which the client can be contacted. SMS client notifications will be directed to this number. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Home Phone | The home phone number at which the client can be contacted. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Work Phone | The work phone number at which the client can be contacted. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Date of birth | The client’s date of birth. This option can also be set to ON or OFF. If it’s set to ON, it will appear and be editable on client profiles. If it’s set to OFF, it won’t appear on client profiles. If this field isn’t required and is left empty:
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| Gender | The client’s gender. Contact WellnessLiving to make a gender-neutral option available for your staff members and clients. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Address | The client’s home or work address. This option will also enable the CITY and POSTAL/ZIP CODE fields on the client profile. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Home Location | Represents the business location that the client frequents. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Referred By | When a client is referred to your business by another client, the referring client’s name and email address will be listed here. This option can also be set to ON or OFF. If it is set to ON, it will appear and be editable on client profiles. If it is set to OFF, it will not appear on client profiles. |
| Time zone | The time zone the client selects as per their geographic location. This option is only available if the Allow clients to adjust time zone option is enabled in your Booking Policy Settings. If this option is not enabled, your services will be displayed to clients using your business’s time zone. Note If the user is not signed in, the Class schedule within the schedule widgets and Client Web App will be displayed using the time zone in the client’s browser. If the browser location is not available, the Class schedule will be displayed using your business’s time zone. |
