How to Set up Client Sign-up Fields for Business and Client Mode

Overview

You can customize the information collected when a client signs up — whether they do it themselves or your staff creates the profile at the front desk. This is done by setting up sign-up fields in both Client Mode and Business Mode under your calendar settings.

 

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Prerequisites

Before you begin:

• Make sure you have admin access to your location’s configuration
• Decide what client info you want to collect during sign-up (e.g., emergency contacts, waivers, forms)

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Step-by-step instructions

Step 1: Go to your calendar settings

1. Click your Location Name at the top right
2. Go to Account Settings > Configuration
3. Click Edit My Calendar Settings

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Step 2: Open sign-up field settings

1. Look for two pencil icons next to:
   • Client Sign-Up Field (Client Mode)
   • Client Sign-Up Field (Business Mode)

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Step 3: Set up Client Mode fields

1. Click the pencil next to Client Mode
2. This is the sign-up form clients will complete on their own (via app or website)
3. You’ll see sections like:
   • Primary profile info
   • Emergency contacts
   • Custom properties
   • Policies
   • Forms
4. Toggle each field on/off, and set as Required or Optional

💡 Use this mode to collect everything you want the client to provide for your records or compliance.

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Step 4: Set up Business Mode fields

1. Click the pencil next to Business Mode
2. This is what your front desk sees when creating a client profile
3. Only include the essential fields here — aim for speed and simplicity

⚠️ Keep it short: Clients will be prompted to complete any remaining required info from Client Mode when they first log in.

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Expected outcome

You’ll have two customized sign-up flows:

• Business Mode for staff to quickly create clients in person
• Client Mode for full profile creation when clients sign up on their own

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FAQs

Q: Will clients be forced to complete Client Mode if staff have already created their profiles?

A: Yes, during their first login, they’ll be asked to complete any required fields from Client Mode.

Q: Can I collect waivers and forms during sign-up?

A: Absolutely. You can link them under the Policies and Forms sections in both modes.

Q: What happens if a field is optional?

A: Clients or staff can skip it, but you’ll still be able to view or edit that data later.

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