How to Set the Information You Capture from Customers by Default
Estimated Reading Time: 7 minutes
Applies to: All Plans
Quick Summary
You can control which information customers must provide when creating an account.
By default, only First Name, Last Name, and Email are required. All other fields can be configured depending on the information your business wants to collect.
Why This Matters
If you request too much information, clients may stop before completing a Membership, Credit Pack, or Product purchase.
If you request too little information, you may miss important details needed for communication, invoicing, safety, or reporting.
Adjusting these settings allows you to balance a smooth signup experience with collecting the information your business needs.
Step by Step Instructions
Step 1: Go to My Company > Settings > Clients
– This section allows you to control which information clients must provide when creating an account.
Step 2: Review the default required information
– By default, First Name, Last Name, and Email are required for all client accounts.
Step 3: Configure additional customer information fields
– Decide which additional fields should be required, optional, or hidden when clients create an account. These may include contact details, personal information, address details, how they found the company, or other registration fields.
Step 4: Configure optional account features
– You can also enable additional features such as Family Accounts, location selection, or allowing clients to book without creating an account.
Step 5: Save your settings
– Save your changes to apply the updated registration requirements for all new clients.
Best Practice
- Only require information that is truly necessary during signup.
- A shorter registration process reduces friction and increases the likelihood that clients complete their account creation and purchase.
Common Questions
Which fields are required by default?
– Only First Name, Last Name, and Email are required by default.
Can I require additional information from clients?
– Yes. You can configure additional fields such as phone number, address, or other details depending on your business needs.
Do clients need to provide their address for payments?
– Yes. When a client completes a paid purchase, address details are required for invoicing and payment processing.
Can I change these settings later?
– Yes. You can update these settings at any time. Changes will apply to new client registrations.
If you would like to know more about our Pro, Premium or Add-Ons, send us an email to support@trainin.com.
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