Client profile fields

Mandatory for clients/guests

Clients and guests must enter this information when creating a client profile or checking out as a guest.

Use this when you need essential information upfront.

This option can’t be disabled for the Email field.

Note: Some fields are required to use certain features. For example, age information is required for services with age restrictions.

Mandatory for staff

Staff has to enter the information when creating a client profile.

For example, you might want to ensure your staff never forgets to ask who referred a client or what their address is when onboarding a new client. Making this field required ensures consistency across your team.

Note: Some fields are required to use features. For example, age data is required for any services with age restrictions.

Ask on sign up

When enabled, this field appears only during client account creation through:

• Self-Registration Kiosk

• Direct Sign-Up URL

Tip: Use this setting when you want to capture information early in the onboarding process, but only when the client is creating their profile directly (not during booking or purchase flows).

Learn more:

• Using the Self-Registration Kiosk

• Using the Direct Sign-Up URL

Ask on booking / purchase

When enabled, this field appears during online booking and purchase flows.

It does not make the field mandatory by itself.

Instead:

• If “Ask on booking/purchase” is ON, the field is shown to the client when they create a new account during booking or checkout.

• If the field is also marked “Mandatory for clients/guests,” then the system requires the client or guest to fill it in before completing the booking or purchase.

• If it is not mandatory, the field simply appears as an optional entry.

Important note about guests:
If a guest is booking or purchasing and Ask on booking/purchase is ON, the guest will be prompted to fill in only the fields marked “Mandatory for clients/guests.”

State

The field appears and is editable on client profiles. Set fields you’re not using to OFF so you can keep your intake forms clean and focused. Less clutter means fewer client drop-offs during sign-up.

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.