Account Profiles

Where to Find This

Navigate to Services → Booking Management tab → Profiles sub-tab.

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.

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 child's 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. Go to the Profiles Sub-tab

From your dashboard, click Services → Booking Management tab → Profiles sub-tab.

2. Name the Profile Type

At the top you'll set:

• Type key — a short internal name like child or pet. This is fixed once you save, so choose carefully.
• Singular label — how one record reads to customers (e.g. "Child", "Pet", "Student").
• Plural label — the plural (e.g. "Children", "Pets", "Students").

The plural label becomes the customer's sub-tab name — so customers with a child profile type see a My Children tab in their account.

3. Add the Fields

Use the field editor to build the record. For each field you can set:

• The label (e.g. "Child's name", "Date of birth", "Swimming level")
• The type (text, number, date, dropdown, yes/no, and more)
• Whether it's required
• Whether it's sensitive (kept private and not shown publicly)
• Whether it's a booking requirement — so you can gate slots on it (age, level, a dropdown choice, or a yes/no)

Add, remove and reorder fields as needed.

4. Save

Click Save schema. The button shows Saved with a tick once it's stored. Your customers will now see this form when they add a profile in their account.

The Kinds of Booking Requirement

When you mark a field as a booking requirement, what you can gate on depends on the field:

• Age — set from a date of birth field. You then set a minimum and/or maximum age (in months) on each slot.
• Level — for a ranked dropdown (e.g. Beginner → Intermediate → Advanced). You set a minimum level on a slot; profiles at or above that level can book.
• Allowed values — for a dropdown where any of several choices is fine. You tick the allowed values on a slot.
• Must be checked — for a yes/no field (e.g. "Consent on file"). You can require it to be ticked before a profile can book.

Applying Requirements to a Slot

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

1. Go to Services → Booking Management tab → Availability 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, or required yes/no — whatever applies.

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 a profile and fill in your fields
• Edit a profile
• Remove a profile

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 Only ask for what you actually need — a name and a date of birth is often enough.

Mark sensitive fields Anything private (medical notes, special requirements) should be marked sensitive so it stays out of public view.

Set age in months for young children Months give you precise age bands for baby and toddler classes.

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.