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Managing Clients
Article 4 of 7

Industry-specific fields

Customise client records for tutoring, personal training, music lessons, and more.

3 min read

Fields for your industry

When you tell us what type of service you provide, we show relevant fields for your clients.

For tutors

  • Subject taught
  • Student level
  • Lesson duration
  • Session frequency

For personal trainers

  • Training type
  • Session length
  • Weekly sessions

For music teachers

  • Instrument
  • Skill level
  • Lesson length

For other services

  • Service description
  • Session details
  • Custom notes

Changing your service type

If you offer multiple services or want to change fields:

  • Go to SettingsProfile
  • Update your service type
  • New client forms will show the relevant fields

Are these fields required?

No, all industry-specific fields are optional. Use the ones that help you stay organised.


Related: Adding a new client

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