Identification Documents

Identification is shown on the client profile. Identity types are custom and can have weightings meaning the client is required to upload identification documents until 100 points of identity documents have been uploaded. If enabled, this requirement applies to bookings that the client themselves make, not for admins making a booking on their behalf.

Enable identification to be uploaded

1. Navigate to Setup > Business Detail > Clients > Identification 

2. Check Allow identification to be uploaded.

Add identity document type

1. Following on from the above screen, click on the Mangage Identity Types link

2. Click Add Document Type

3. Name the document type and set the weighting

4. Click Save

Require proof of identity on a service

If you have a service that requires identify documents to be completed by the client this setting needs to be enabled. Once enabled it will prompt the client (not admins) to add their identity documents on the booking confirmation screen.

1. Navigate to Setup > Bookings > Services > select a service > Options

2. Scroll down to Require Proof of Identity and check Require the proof of client's identity

3. Click Save

Require proof of identity on an online course

If you have an online that requires identify documents to be completed by the client this setting needs to be enabled. Once enabled it will prompt the client (not admins) to add their identity documents on the booking confirmation screen.

1. Navigate to Setup > Bookings > Online Courses > select a course

2. Scroll down to Require Proof of Identity and check Require the proof of client's identity

3. Click Save

Client view - add an identity document if required by a service

Once a booking that requires identify documents has been completed by the client, it will prompt them to add their identity documents on the booking confirmation screen.

If the client doesn’t add it immediately, they can add their identity documents at a later stage by clicking on My Profile, and then scrolling down to the Identity Documents section.

Verify identity documents on a client’s profile

If a client has uploaded their identity document (because it was required for a booking), it can be verified by an admin by going to the client’s profile and clicking Verify Identity.

Admin - add an identity document to a client’s profile

As an admin, you can updated identify documents to a client’s profile.

1. Go to a clients profile by Searching for a Client

2. Scroll down to Identity Documents

3. Click Add Identity Document

4. Select the document type you wish to upload

5. Select the identity document file you wish to upload