Client Profiles

Setup

• Configuring Client Preferences

• Defining a Formula/Note Type

• Defining a Hair Color

• Defining a Hobby/Interest

• Defining a Profession

• Defining a Skin Color

• Defining a Skin Tone

• Defining a Skin Type

• Defining a State/Province/Region

• Defining a User-Defined Field

• Defining a Zip Code

Defining & Updating Client Profiles

• Defining a Client Profile

• Attaching a Photo

• Attaching a Video

• Attaching a Document

• Attaching a Confidential Document

• Defining Account Terms

• Defining Appointment Confirmation Preferences

• Defining Notification Preferences

• Entering a Formula/Visit Note

• Entering a Note

• Entering Details in a User-Defined Field

• Entering Driver's License Details

• Storing Payment Card Details

• Entering Hair Information

• Entering Hobbies & Interests

• Entering Medical Information

• Entering Skin Information

• Selecting a Prescription

• Registering a Client for Online Booking

Maintenance

• Deactivating a Client Profile

• Deactivating Multiple Client Profiles

• Reactivating a Client Profile

• Marking a Client's Address as Undeliverable

Merging Duplicate Client Profiles

• Using the Merge Duplicate Clients Feature

• Using the Intelli-Merge Feature