How do I select required information for client cards?

How do I select required information for client cards?

  1. Click the Menu Icon (≡) and then click Setup > Setup Client Preferences 
  2. Click the Client Fields tab
  3. Check the fields you want to require
  4. Click Save


    • Related Articles

    • How do I update a client card?

      Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...
    • Setup Client Preferences

      Setup Client Card Preferences In summary, the Client Preferences are where the business can define lists related to the client details, visits and relationship to the business. Client Fields Quick Add Required Fields: Check this box to allow users to ...
    • How can a client update their credit card for Token on File and/or Memberships?

      Clients can update their own token on file by following these simple steps: Login to Online Booking Businesses can locate their Online Booking link in Setup > Setup Appointments & Emails > Online Booking Link Click MY ACCOUNT Click on PAYMENTS Enter ...
    • Where do I setup my company information?

      To set up Company Info, click the menu icon > Setup > Setup Company > Setup Company Info.
    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...