Best Practices for Facility New Client Form

When you have your Portal Settings configured to allow clients to create their accounts, you can select any fields from your Settings → Client Fields to be included in your new client form. Here are our tips for best practices on customizing your new client form.

Keep The New Client Form Simple

While adding every Client Field to this form is possible, prospective clients are much more likely to complete the form the shorter and simpler it is. Every field on the new client form will be required regardless of whether you have it marked as required in Client Fields, so don’t include fields that do not apply to all clients to avoid confusion.

Filling out a longer form is also a waste of your prospective client’s time if they won't be able to use your services. Your goal should be to gather enough information to quickly determine whether the client may be a good fit and get their contact information so you and your team can contact them. For most facility companies, that means gathering general information such as pet parent's name, pet/s name, pet description and behavioral notes, email address, and phone number so you can contact them.

Creating “New Client Only” Form Fields

There may be certain information you’d like to gather from new clients filling out your new client form, but you don’t need it from your existing clients. You can create fields visible on the new client form but not in the Client Portal or Mobile App by adding the fields in Client Fields and making the fields “Client Editable” but not “Client Visible.”

If you have a set of fields that are only used on the new client form, you can group them together and move them to the bottom of your Client Fields or create a new Group, such as "New Client Form Only," so they take up less space on the main part of the client profile: