Who can use this feature?Pike13 Plan:
|✓ Enterprise||✓ Pro||✓ Business|
|✓ Primary Owner||✓ Owners||✓ Managers||✗ Staff||✗ Limited Staff|
To manage Client Signup settings, click Settings > Advanced Settings.
Modify the client signup experience based on the types of clients you provide services to and the contact information you want to collect.
Types of Clients
People who manage themselves only
People who sign up and pay for the services that they participate in themselves. This option is recommended for businesses that provide service to adults only.
Non-clients who manage other clients
People who sign up and pay for services on behalf of those participating in the services. This option is recommended for businesses that provide service to children only.
No single type of person signs up most
People who sign up are asked if they’re signing up for themselves only, for someone else, or for both. This option is recommended for businesses that provide service to both adults and children.
Configure the contact information you want to collect based on client type
Custom Client Fields
You can add them on this page or select Custom Client Fields on the right hand side of the page.
Paper free is the way to be. When you need clients and customers to sign waivers, contracts, agreements, and other documents, you can create them for your clients to review and sign online.
The Waiver is for clients who are 18 and over. This is determined by the client's birthdate.
The Guardian Waiver is for clients who are 17 and under. This is determined by the client's birthdate and sent to the guardian's email address. When a client becomes 18 years old Pike13 will ask them to sign the adult waiver.
To manage additional documents, click Settings > Documents.
After signup, a welcome email is automatically sent to new clients and any clients they signed up who have an email address. Here you can customize the message that new clients receive.
Add new custom fields to track important details about your client. For example, Emergency Contact, T-Shirt Size, How did you hear about us?, What are your goals?
Additionally, you can choose if the field is required, optional, or hidden during client signup or shown on client or staff profiles. Custom fields can also be merged into documents.
Secondary Client Info
Choose the client info that you want to appear below a client's name in the Clients section of your site. This info can be helpful when searching clients.
Custom Staff Fields
Track important details about your staff members. For example, Emergency Contact, Employment Start Date, Employment End Date.