Client Signup Settings

Whether your business focuses on adults and children, adults only, or adults signing up their children, you can target client signup to the types of clients you serve.

You can also specify the client information that you require during signup. Common client info fields like email, phone, birthday, and address can be optional, hidden, or required depending on whether clients sign up for themselves or on behalf of children, dependents, or team members.

Configuring client signup settings

1. Click Settings at the top of any page.
2. Choose Advanced Settings.
3. In the right hand menu under Client Signup, select Settings
4. From here, configure the client signup experience based on the types of clients you provide services to and the contact information you want to collect.

Setting the target client audience

1. Go to Settings > Advanced Settings
2. Under Client Signup, select Settings
3. Select Edit next to Who signs up at [your business]?
4. Choose the target audience that suits your business and your clients:
• Adults signing themselves up 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.
• Parents/Guardians (non-clients) signing up their children only. People who sign up and pay for services on behalf of those participating in the services, like parents for their children. If the people you serve are children only, choose this option to avoid confusing parents and guardians when they sign up their children and pay for services.
• No single type of persons 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.
5. Select Update

Choosing what information to collect

1. Go to Settings > Advanced Settings
2. Under Client Signup, select Settings
3. Select Edit next to various fields under Contact Information to change whether it is required, optional, or hidden for each type of client.

Collecting custom client information

1. Go to Settings > Advanced Settings
2. Under Client Signup, select Custom Client Fields
3. Select New Custom Field
4. Enter your title for the new custom field
5. If necessary, you can add a note that clients will see to explain why you need this information under Why ask for this?
6. Choose how you want to collect information for this question under Which answer options do you want to offer?
7. Your choices are:
   • Freeform Text
   • Date Only
   • A list of choices that you define which also allows you to Let people choose multiple options
   • Yes/No answers
8. You will determine whether the field is required, optional, or hidden during client signup for each client type
9. Choose whether the field is shown in profiles to clients and staff members under Is this field used in client profiles?
10. Choose whether staff members need to provide this information upon signing in under Is this field required when staff members claim their accounts?
11. Determine whether this field is shown to all staff members, manager and owners only, or to no one under Is this field used in staff member profiles?
12. Tell the system whether this should be a placeholder in online documents under Can this field be used when creating documents?
13. If you want to use this field as one of the 30 merge tags in MailChimp for segmenting your client lists in targeted email campaigns, make sure the Sync this field to MailChimp checkbox is checked.
14. Select Save