How do I set up occupations?

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• How do I set up client flags?

  Go to Setup > Setup Client Preferences and click the Client Flags tab. Click +Add to create a new client flag option. Enable or disable occupations by clicking the Active checkbox. Click Save. This feature is typically used to identify VIP Clients, ...

• 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 do I select required information for client cards?

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

• Reopen & Edit Ticket - Best Practices

  Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...