Account Profiles

Account Profiles let your customers register the people (or pets) a booking is for — a child, a pet, a student — and let you set booking requirements so only eligible profiles can book a given slot.

Where to Find This

Navigate to Services → Customers → Profiles.

The Account Holder Tab (Every Plan)

The Profiles screen actually covers two different kinds of record, on separate tabs:

• Account holder — extra details you ask of the person holding the account itself, such as a preferred location. This tab is open on every plan, even if your site doesn't use child/pet/student profiles at all.
• One tab per profile type your site uses (child, pet, student…) — this is the rest of the article.

The Account holder tab opens first when you go to Profiles. A few contact details (name, email, phone, address) are always collected at sign-up and shown here as locked rows — you can't edit them, but you can see them. Below those, click Add field to ask for anything else your business needs, using the same field editor as profile fields (see Add the Fields below). Account-holder fields never gate a slot, so there's no booking-attribute option for them.

Your customers fill these in from My Details in their own account, and you can edit them yourself: open a customer from Services → Customers → All Customers and look under About this customer. If a field is Required, a customer who hasn't filled it in yet is asked to before they can complete a purchase — a short "About you" prompt appears at checkout, they fill it in, and their purchase continues.

What Account Profiles Are For

Some businesses book sessions on behalf of someone other than the account holder. For example:

• A kids' club books a session for a child — and a Saturday 9am group is only for ages 18 months to 3 years.
• A dog walker books a walk for a specific pet.
• A music school books a lesson for a student at a particular grade.

A profile is a small record your customer fills in (e.g. a name and date of birth). You decide what's on that record, and which fields act as booking requirements that control who can book each slot.

How It Fits Together

There are three pieces:

1. The profile fields — what's on a child / pet / student record. You define these in the Profiles sub-tab.
2. Your customer's profiles — the actual records your customers add in their account (under My Profile).
3. Booking requirements — per-slot rules (like a minimum age) you set when creating a fixed slot. These read from the same fields.

Setting Up Your Profile Fields

1. Open Profiles

From your dashboard, go to Services → Customers → Profiles.

2. Set the Labels

The profile type itself is fixed by your site's template — you'll see it shown as "Type: child — set by your site's template", and there's no field to change it and no "new type" button. What you can edit is how it reads to customers:

• Singular label — how one record reads (e.g. "Child", "Pet", "Student").
• Plural label — the plural (e.g. "Children", "Pets", "Students"). This becomes the customer's sub-tab name, so a child type shows a My Children tab in their account.

3. Add the Fields

Use the field editor to build the record. Click Add field, then for each field set:

• The Label (e.g. "Date of birth", "Swimming level").
• The type — text, long text, number, date, email, phone, a dropdown (list of options) or a yes/no tick box.
• Set by — Customer (your customer fills it in) or Team (assessed) (only you can set it, on the customer's behalf). Use Team for anything a customer shouldn't self-declare — for example a swimming level you award after an assessment.
• Whether it's Required.
• Whether it's Sensitive (hidden on your public storefront).
• A Booking attribute — what slots can gate on (see the next section). Set this to turn the field into a booking requirement.

Drag the handle (or use the up/down arrows) to reorder fields, and the bin icon to remove one.

4. Save

Click Save schema. The button shows Saved with a tick once it's stored. Renaming a saved field's label is safe — your customers' existing data is preserved.

The Kinds of Booking Requirement

The Booking attribute you can choose depends on the field's type — each type offers only the requirements that make sense for it:

• Age (derived from the date) — on a date field. You then set a minimum and/or maximum age (in months) on each slot.
• Skill level (min/max band) — on a dropdown with its options in rank order (e.g. Beginner → Intermediate → Advanced). You set a minimum level on a slot; profiles at or above it can book.
• Allowed values / category — on a dropdown where any of several choices is fine. You tick the allowed values on a slot.
• Yes / no requirement — on a yes/no field (e.g. "Consent on file"). You can require it to be ticked before a profile can book.
• Numeric range (min/max) — on a number field (e.g. a weight or shoe size). You set an allowed min and/or max on a slot.

Only date, dropdown, number and yes/no fields can become a booking attribute. Plain text, email and phone fields can't gate a slot.

Applying Requirements to a Slot

You set the actual requirement when you create or edit a fixed slot, not here.

1. Go to the Locations & Hours sub-tab.
2. Add or edit a location, open the Fixed Slots tab, and create a slot.
3. Below the slot form, a Booking requirements section appears (only when your profile type has requirement fields).
4. Set the minimum/maximum age, minimum level, allowed values, a numeric range, or a required yes/no. Leave one untouched to ignore it.

A slot with no requirement set is open to everyone. See Creating Locations for the full slot editor.

What Your Customers See

Once you've set up a profile type, your signed-in customers get a new sub-tab inside My Profile named after your plural label (for example My Children or My Pets), where they can add, edit and remove profiles. When booking, they pick "Who is this booking for?" at the top of the calendar, and only the slots that profile is eligible for are bookable.

Tips

Keep the record short — a name and a date of birth is often enough.

Mark sensitive fields — anything private should be marked sensitive so it stays out of public view.

Test as a customer — add a test profile in your own account and try booking a gated slot to confirm the requirement works as you expect.