Overview

Clients can be added to CORE manually by staff or automatically through your app, website, or web widgets. This guide explains the difference between client-facing sign-up fields and business mode fields, and how to configure them to control what information gets collected.

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Prerequisites

Before you begin:

• You must have admin access to account settings and configuration
• Know whether you're configuring sign-up fields for clients or for internal staff
• Have your preferred required fields in mind (e.g. birthday, phone number)

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Step-by-step instructions

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Step 1: Understand the two sign-up modes

1. Go to Account Settings > Configuration
2. Locate:
   • Client Sign-Up Fields: Client Mode
   • Client Sign-Up Fields: Business Mode

Client Mode:

• This controls what clients see when they sign up via:
  • App
  • Website booking
  • Web widgets

Business Mode:

• This is what your staff fills out manually when adding clients through CORE

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Step 2: Edit sign-up field requirements

1. Click the Edit icon ✏️ next to either Client Mode or Business Mode
2. You’ll see a list of possible fields (e.g., phone, birthday, emergency contact)

⚠️ The first three fields are required by default and cannot be disabled

✅ For all other fields, you can toggle:

• Ask: whether the field is visible
• Required: whether it must be filled out to continue

1. After making your changes, click Save

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Step 3: Add a client manually

1. Click Clients in the top navigation
2. Click Add Client
3. Fill out all required fields (marked with an asterisk *)
4. Optional: Toggle Send Welcome Email on or off
5. Click Add Client

✅ Once added, the client’s profile is created and ready for scheduling, packages, or memberships.

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Expected outcome

Clients can now be added through either staff entry or client-facing signup flows, and the information collected will match the fields you’ve configured in each mode.

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FAQs

Q: What happens if I make a field required in Client Mode but not in Business Mode?

A: The field will only be required when a client is signing up on their own — staff won’t be forced to fill it when adding the client manually.

Q: Can I customize what’s asked in the app vs. the website?

A: No — both the app and web forms pull from the same Client Mode configuration.

Q: Can I update sign-up fields later without affecting current clients?

A: Yes — changes will only apply to new sign-ups moving forward.

Q: What is a Load Fee?

A: The Load fee is a one-time fee charged to set up the client's account at the payment gateway's end. It is charged by the payment gateway in the very first transaction.

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Reach out to our support team via support@hapana.com