You can now manage what information your team must fill out when adding clients and leads on the business side, so that every profile created by your staff is complete and consistent with your business needs.

What you can do:

• Choose which existing fields are required
• For ultimate plan users, add your own custom fields if needed

Where it applies:

• Add new client
• Add new lead
• Client and lead profiles

👉 How to access it: Settings > Customers & pets > Fields Management. Mark Preset Fields as Required/Optional. Ultimate Plan can add Custom Fields.

➡️ Learn more and get a step-by-step guide at our wiki.

Note: Field Management applies when staff create profiles manually. This does not change your Online Booking or client-facing forms. All field management setup is currently available on the web only (mobile availability coming soon).