# Client Membership Settings

https://docs.wisecp.com/de/client-membership-settings

Turn client sign-in and registration on or off. Decide which registration fields are required, and add your own custom fields to the form and the client profile.

## Opening the Screen

Open **Settings › General**, then choose the **Clients** tab: `{admin}/settings?general=clients`

## What Is on the Screen

A vertical rail on the left switches between two panels.

### Client Settings

Two cards at the top turn the client area on or off. Below them sit a handful of registration policy switches. Under those, one card per optional registration field follows. Each card has its own on/off switch in its header, and its own options once it is on.

### Custom Fields

A language strip switches which language's fields you are viewing. Each language keeps a separate list: a field created in English does not appear in Turkish until you add it there too. A table lists the fields, with a column of marks for their behaviour. An **Add New Field** button sits below it, with edit and delete actions on each row.

## Fields

### Account Access

- **Sign-in**: Off closes the client area to everyone.
- **Sign-up**: Off stops new accounts from being created.
- **Registration Policies**: Three independent switches. **Require a purchase to register** closes the standalone sign-up page; clients create the account at checkout and it opens once the payment is confirmed. If the payment is taken but the account cannot be created (for example the e-mail was registered in the meantime), the client sees a "Payment Received, Order Pending" page with a reference number instead of an order; the record waits in Tools → Error Logs under the "Guest checkout" signature and you attach the order by that reference. **Let clients change their name** and **Capitalize names on signup** round out the group.
- **Ask for account type**: Adds an Individual/Company choice to the signup form. Its own sub-option, **Client can change it later**, decides whether the choice can be edited afterward.

### Registration Form Fields

Each card below is a field the client sees only once its header switch is on. The options inside only take effect while the switch is on.

- **Email address**: Always on the form. **Verify the address** sends a confirmation link before the account opens; **Client can edit** lets it be changed later.
- **Mobile phone**: Switch adds it to the form. **Required**, **Verify by SMS**, **Block duplicates** (the same number cannot be used on two accounts) and **Client can edit**.
- **Landline**: Switch adds it to the form. **Required**, **Block duplicates** and **Client can edit**.
- **Date of birth**: Switch adds it to the form. **Required**, **Must be 18 or older** (rejects registration below the age limit) and **Client can edit**.
- **National ID**: Switch adds it to the form for every client, whatever their country. **Required** and **Client can edit**. The field is deliberately generic: clients enter whatever identifier their own country issues (SSN, DNI, BSN, Steuer-ID and so on).
- **Security question**: Switch adds it to the form. **Required**.

### Custom Field Properties

**Add New Field** asks for a name and an answer type: Text, Text Area, Select Box, Check Box or Radio. Select Box, Check Box and Radio also show an **Options** box for their comma-separated choices. Six marks control where the field appears. **Show**, **Required**, **Client Cannot Edit**, **Hide from Client**, **Show on Invoice** and **Show on Sign Up Form**. The list shows the same six as icon columns with a check or a cross.

## Tasks

### Close the client area temporarily

1. Turn **Sign-in** and, if new orders should also stop, **Sign-up** off.
2. Save. Existing client records are untouched — clients cannot reach or create an account until you turn the switch back on.

### Add a custom field to registration

1. Open the **Custom Fields** panel and pick the language you are adding the field for.
2. Click **Add New Field**, name it, and choose an answer type (add the choices in Options if it needs them).
3. Tick the marks the field needs — for example Required and Show on Sign Up Form — and save.
4. Repeat for any other active language; the field does not carry over on its own.

## Things to Watch

> **Sign-in off locks out every client**
> 
> The client area closes for everyone at once, immediately after you save.

> **Hide from Client wins over Required**
> 
> A field marked both is never shown or asked for. Hiding always wins, even on the sign-up form.

> **Custom fields are per language**
> 
> Deleting a field's row removes it only for that language; the same field in another language is untouched.

## Required Privileges

Opening **Settings › General** needs `SETTINGS_INFORMATIONS_CONFIGURE`. Viewing and saving the Clients tab additionally needs `SETTINGS_MEMBERSHIP_CONFIGURE`.

## Related Articles

- [General Settings Overview](https://docs.wisecp.com/en/general-settings-overview)
- [Client Profile](https://docs.wisecp.com/en/client-profile)