How do I set up client flags?

How do I set up client flags?

  1. Go to Setup > Setup Client Preferences and click the Client Flags tab.
  2. Click +Add to create a new client flag option.
  3. Enable or disable occupations by clicking the Active checkbox.
  4. Click Save.
This feature is typically used to identify VIP Clients, Friends & Family, Out of Town Clients, etc.