{"id":314,"date":"2022-06-23T10:30:05","dateGmt":"2022-06-23T10:30:05","modified":"2022-06-28T04:34:07","modifiedGmt":"2022-06-28T04:34:07","status":"publish","title":"How to Set Up a Client Profile Form","content":"<p>In this guide, we\u2019ll show you how to set up a client profile form in <strong>Local Service Hero<\/strong>.<\/p>\n<p>This form will allow your new clients to register on your Local Service Hero account, and you\u2019ll be able to recollect new clients\u2019 information.<\/p>\n<p>Just follow these simple steps to add a new register client form:<\/p>\n<h2><strong>1- Open the \u201cSetup Profile\u201d page<\/strong><\/h2>\n<p>To open the\u00a0<strong>Setup Profile<\/strong> page, you need to head to\u00a0<strong>CRM > Setup Profile<\/strong>.<\/p>\n<p>Once you\u2019re there, you\u2019ll see the\u00a0<strong>Setup Profile<\/strong> form. It contains the following basic fields:<\/p>\n<ul>\n<li>First Name<\/li>\n<li>Last Name<\/li>\n<li>Email<\/li>\n<li>Password<\/li>\n<li>Address<\/li>\n<li>City<\/li>\n<li>Postal Code<\/li>\n<li>State<\/li>\n<li>Country<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1398 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"927\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields-1024x494.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/new-form-basic-fields-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>On the right site, you can see the\u00a0<strong>Fields<\/strong> that you can add the form to collect more information from your clients. These are the available fields:<\/p>\n<ul>\n<li>Select<\/li>\n<li>Text field<\/li>\n<li>Text area<\/li>\n<li>Billing address<\/li>\n<li>Contact details<\/li>\n<li>Sales tracking<\/li>\n<li>Billing details<\/li>\n<li>Employee details<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1404 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"927\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select-1024x494.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select-768x371.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/select-1536x742.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>To add any of these available fields, you need to click them or drag them to the form content.<\/p>\n<h2><strong>2- Set up a client profile form<\/strong><\/h2>\n<p>Here\u2019s an explanation of what each field is and how it works.<\/p>\n<p><strong>Text Field \u2013<\/strong> This field type works when you want to add names or any other short text fields. For example, you can use this if you want to add a \u201cSpouse\u2019s Name\u201d field.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1406 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"668\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field-350x122.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field-1024x356.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field-768x267.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-field-1536x534.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><strong>Text Area \u2013<\/strong> You can use this field to add longer text fields, such as when you want your users to write a short bio.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1405 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"620\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area-350x113.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area-1024x331.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area-768x248.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/text-area-1536x496.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><strong>Billing Address \u2013<\/strong> It will contain fields to collect information about the billing addresses; for example, it contains the <strong>Name on invoice<\/strong> and the <strong>Attention to field<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1399 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"1043\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address-350x190.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address-1024x556.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address-768x417.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-address-1536x834.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><strong>Sales tracking \u2013<\/strong> This field type allows you to add information about the sales source, sales person, who referred them, etc.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1403 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"512\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking-350x93.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking-1024x273.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking-768x205.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/sales-tracking-1536x410.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><strong>Billing details \u2013<\/strong> It adds the necessary fields so that you can collect information about the billing first and last names, the billing email, how they want to receive the invoices (email, print, both), how they will pay their invoices (check, cash, credit card), if they\u2019re taxable clients, and when to invoice them (monthly, yearly, etc).<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1400 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details.png\" alt=\"set up client profile form local service hero\" width=\"1920\" height=\"825\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details-350x150.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details-1024x440.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details-768x330.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/billing-details-1536x660.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>These fields allow you to collect useful information from your clients and improves your productivity because all the information is stored on the same place. You don\u2019t have separate sheets for billing info, contact info, etc.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/blog\/\"><strong>Read more tutorials<\/strong><\/a><\/p>\n","excerpt":"<p>In this guide, we\u2019ll show you how to set up a client profile form in Local Service Hero. This form will allow your new clients to register on your Local Service Hero account, and you\u2019ll be able to recollect new clients\u2019 information. Just follow these simple steps to add a new register client form: 1- \u2026 <a title=\"How to Set Up a Client Profile Form\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/set-up-client-profile-form\/\">Read more<\/a><\/p>\n","commentStatus":"closed","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/set-up-client-profile-form-local-service-hero.png","_links":{"predecessor-version":[{"id":2641,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/314\/revisions\/2641"}]}}