How to Set Up Required Fields for Self-Service Registration

This guide will show you how to change the fields that are required, included, or not included for Self-Service registration.

***Screens and layouts may vary depending on the user settings and device compatibility.

1. Click Administration
2. Click Client Settings

Click Client Settings.

Click Contact Preferences.

Self-Service Options are in the third column. The other two options are for the Client Profiles on the administration side and Online Registration for Groups.

1. The blue fields are fields that are not included.
2. The green fields are included fields but they are not required to be filled out.
3. The red fields are required fields.
4. The gray fields are system defaults that cannot be changed. For example, names are required for every portion of the software.

***The fields can be set to required, included, or not included by clicking on the desired icon of that field. For example, click the asterisk to change the color red and make a field required.