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 simply add basic information about a client instead of utilizing a full client card. Below this checkbox, check the fields required to save a Quick Add Client Card.
Client Card Required Fields: Check the fields required to save a Full Client Card.
Online Booking Required Fields: Check the fields required to register a new client on Online Booking.
Visit Types
Create or edit a list of visit types. A single visit type is selected when creating an appointment.
This feature is commonly used to track when a worker was requested, if the client is new, or for walk-in traffic.
Client Flags
Create or edit a list of fields selectable on the full client card identifying one or many details about the client.
This feature is typically used to identify VIP Clients, Friends & Family, Out of Town Clients, etc.
Occupations Tab
Create or edit a list of selectable occupations that will appear on the full client card, for use in future marketing.