Default client profile fields

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.

Default fields

Field Description
Image A profile image that represents the client.

This option can be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile.

First Name The client’s first name.

This option can be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile.

Last Name The client’s last name.

This option can be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile.

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. This option can be set to REQUIRED BY STAFF 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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.

Birthday The client’s birthday.

This option can be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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.

Gender The client’s gender. Contact WellnessLiving to make a gender-neutral option available for your staff members and clients.

This option can be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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 be set to REQUIRED BY CLIENT and/or REQUIRED BY STAFF when modifying or creating a client profile. It 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.

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