You can find all the client information stored on the client management page. You can hide or unhide client information you want to see on your client page.
1. Navigate to Client Management Page.
2. Click the Data Table icon
3. Select the fields corresponding to the client information that you want to be displayed.
Required Client Fields
First Name: Enter the client's first name.
Last Name: Enter the client's last name.
Mobile No.: Enter mobile no. if you want your client to receive SMS notification and reminder
Email: Enter the client’s email address.
Address: Enter the client's street address.
City/State/Country/Timezone: Enter the client's zip code, city/state, country and timezone.
Zipcode: Enter the client’s postal code.
Multiple Client address: The client may have multiple addresses, however, You need to save the client first before you can add more addresses.
Company Name: Enter the client company name to indicate that the client represents a business.
Job Title: Enter the client's job title
Office Number: Enter office number
Home Number: Enter the home number
Birthday: Select the client's birth date.
Gender: Select a gender option. By default, “Gender,” is selected.
Discounts: Enter the discount that you've given to the client
Related Names: Enter a client-related name
Social Media: Enter client's social media links
URL: Enter the client's business page
Assigned Staff Member: Select staff member to be assigned to the client
Notes: Save notes for the client
Modified: This is the date when the client profile was created or updated.