Helping your clients complete their profile

What is on the Profile page?

Your client finds their profile under My Account → Profile, tab Personal. It has five fields and a meter Profile complete, for example "2 / 5":

1. Name, already filled in after the first booking.
2. Email, read-only. If the client wants a different address, they have to ask you.
3. Phone, optional.
4. Handicap, optional. A number between -10 and 54, for example 18.5.
5. Date of birth, optional.

Under each field is a short line on why it is useful, with your first name in it. For handicap, for example: "Helps first name tailor your lessons."

The tab Golf profile also holds six short questions: handicap category, how long the client has been playing, how much time per week they have to practise, what they want help with, what they want to achieve and where they get stuck most.

What do you see of it?

Open Admin → Clients and click the client.

• The handicap appears at the top of the client card, after "Client since", and under Contact details. If it is empty, it says "No handicap".
• The phone number appears at the top as a button to call directly. Without a number it says "No phone".
• The Golf profile appears as its own block on the card. As long as the client has not filled it in, it says "Not filled in yet". With the pencil icon you can fill it in yourself or change it, for example after an intake conversation.
• The date of birth is not shown anywhere in your admin at the moment. Golfly does not send an automatic birthday message for it either. The field is saved, though.

The client list has no filter for missing details. You see what is empty on each client card.

How do you ask a client to complete it?

A short WhatsApp message works well. For example:

Hi name, good to have you in my lessons. Could you finish your profile in My Account on my site? Your handicap and the Golf profile help me prepare your lessons better, and then I also have your number in case anything changes.

Do not send this to everyone. Most of the gain is with regular clients whose card you still see as empty.

Frequently asked questions

What if a client does not know their handicap?

Then they leave the field empty. In the Golf profile they can choose "No handicap yet" as their category.

Can I fill in the fields for a client myself?

Yes for name, email, phone and handicap: on the client card, click Edit under Contact details. The Golf profile too, with the pencil icon. Only the client can fill in the date of birth.

Does a client see changes I make to their Golf profile?

Yes. It is the same profile they see in My Account.

Related

• What your client sees in My Account
• Managing your clients
• Booking a lesson for a client