This guide will allow you to set up which fields you would like to have required when your staff creates new clients, when clients fill out an online registration form, and fields necessary to complete Self-Service Registration. You also have the option to add up to seven additional custom fields to store desired information.
*Screens and layouts may vary depending on the user settings and device compatibility.
Select Administration then select Client Settings then select Contact Preferences.
Contact Preferences
Each column works independently of the others to set the required information to be collected based on how clients register.
1. Client Options - These fields will determine what information is required on the admin side of EZFacility when you are manual putting in a client.
2. Online Registration Options - These are fields that will appear on the online registration form. The Online Registration form is used in the Groups module.
3. Self-Service Options - These are fields that will be required on the Complete Registration Email after a new client registers on Self-Service.
*** It is a good idea to require an email address and cell phone number as required fields. Requiring an email address will allow you to email invoices, receipts, and email marketing. Requiring a cell phone number will allow the client to opt into SMS texting for session reminders. If the client wants text reminders, the cell phone provider must be provided.
Custom Fields
Type in the text label of your custom fields. Once you fill in the custom field the options will be turned on to make the field required, included, or not included.
Custom 1-3 will be the left-hand column and 4-6 will be a right-hand column of the client page.
Saving Changes Click Update Preferences to save your changes.
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