Your Intake & Registration settings decide who can join your Hub on their own, and what details you collect when they do. A few seconds here shapes every first impression, so new members get a smooth welcome and your team gets the information they actually need.
Think of it as your Hub's front door. You decide who can walk in, who needs an invitation, and what information they share along the way
How to Find Your Intake & Registration Settings
- Go to Settings ⚙️ > Other Settings.
- Click General in the left menu.
- Find the Intake & Registration section.
- Use the toggles to turn each option on or off. Blue means on.
Collect Parent/Guardian Information
What it does: This setting controls your Lead intake form, the form used when a new lead is referred or added to your Lead Pipeline. It tells the Hub whether parent and child relationships apply to your business.
When it's on, the Lead intake form asks for the lead's date of birth:
| Lead's age | What the form shows |
|---|---|
| Under 18 | Parent/guardian name fields appear and are required |
| 18 or older | An Add Parent button appears, so parent details are optional |
When it's off, the Lead intake form doesn't show the date of birth field or the Add Parent button.
Why it matters: For younger leads, the parent or guardian is usually the one booking appointments and making decisions. Capturing their details up front means your team knows exactly who to reach, so no lead slips through the cracks.
When to turn it off: If your business doesn't serve minors, like a gym or med spa, asking for a date of birth or parent info would feel out of place. Turning this off keeps your Lead intake form short, simple, and on-brand.
Important: This setting only affects the Lead intake form. It does not change the Registration rules for minors.
Allow Self-Registration
What it does: When this is on, people can join your Hub from your signup page without a code. When it's off, they'll need one of these to join:
- A membership card
- An email invite
- Your business code
Why it matters: Self-registration removes friction. Anyone who hears about your Hub, whether from a friend, a social post, or your front desk, can jump in right away. That means more members, more engagement, and more people sharing the love for your business.
When to turn it off: Turn it off when you want your Hub to be invitation-only, so every new member comes through your team. This gives you tighter control over who joins.
| Setting | Who can join | Best for |
|---|---|---|
| On | Anyone with your signup page link | Growing your membership quickly |
| Off | Only people with a membership card, email invite, or business code | Keeping membership invitation-only |
Good to Know
Registration always protects younger members. No matter how your toggles are set, anyone who registers for your Hub follows the same age rules:
| Member's age | Email requirement at Registration |
|---|---|
| Under 13 | A parent's email is required |
| 13–17 | Can use their own email or a parent's email |
So even if your business doesn't typically serve minors, a member who enters a birthday showing they're 12 will still be asked for a parent's info and to choose a username. Families stay protected, automatically.
Self-registered members aren't leads. People who join on their own come in as members with a self-registered tag, not as leads in your Lead Pipeline. Use that tag to find them, welcome them, or add them to the right group.
Changes apply going forward. Turning a setting on or off affects new signups and new leads. Existing members and leads aren't changed.
Every new member and every new lead is an opportunity to build a stronger connection. Set up your Hub's front door in the way that works best for your business, and let the Hub handle the rest.