- 18 Jul 2024
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Identification Documents
- Updated on 18 Jul 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
This feature is available on these plans (view pricing)
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.
Enable identification
Navigate to Setup > Business Detail > Clients > Identification
Check Allow identification to be uploaded.
![](http://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1669253132840.png)
Add identity document type
Following on from the above screen, click on the Mangage Identity Types link
Click Add Document Type
Name the document type and set the weighting
Click Save
Weighting
You can either set the weighting to 100 points meaning only a single document is required to be uploaded or you can add multiple document types with weighting points that add up to 100 meaning multiple documents must be uploaded.
![Identity document - add](http://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Identity%20document%20-%20add.png)
Add an identity document to a clients profile
Go to a clients profile by Searching for a Client
Scroll down to Identity Documents
Click Add Identity Document
Select the document type you wish to upload
Select the identity document file you wish to upload
![](http://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1669259437538.png)
Once an identity document has been uploaded, the clients identity can be verified by an admin by clicking Verify Identity.
![](http://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1669259529330.png)
Require proof of identity on a service
Navigate to Setup > Bookings > Services > Select a service > Options
Scroll down to Require Proof of Identity
Check Require the proof of client's identity
Require proof of identity on an online course
Navigate to Setup > Bookings > Online Courses > Select a course
Scroll down to Require Proof of Identity
Check Require the proof of client's identity