Click 
on the toolbar.
Important: You must define a profile for a client before they can schedule an appointment or make purchases.
Click on the toolbar.
The Client Information window displays.
Click New.
Enter biographical information:
In the Name field, type the client's first name and last name in lower case.
In the Address fields, type the client's postal address.
In the Phone fields, type the client's telephone numbers.
In the E-Mail field, type the client's email address.
Tip: If the client wants to receive emails at multiple addresses, type the email addresses with a semicolon after each address.
Click Male or Female.
In the Birthday field, select the client's date of birth.
Select Married if the client is married and select the client's wedding date.
Select Children if the client has children.
In the Profession field, select the client's profession.
Complete the following as necessary:
In the Primary Employee field, select the client's preferred service provider.
In the Referred By field, select how the client heard about your business. If you select CLIENT or EMPLOYEE, specify the client or employee who referred the client.
Click Notes and type handling instructions for the client.
Note: Employees can access these notes when scheduling an appointment or during ring up.
Select Restricted to display a warning when someone accesses the client's profile.
Note: This feature helps to alert employees to clients that may require special handling and encourages them to read the notes saved on file that explain the situation further.
Select Allow Points/Rewards to allow the client to earn reward points on qualifying transactions.
Select No Checks to prevent the client from being able to pay with a check.
Select Non-Deliverable Address if the client cannot receive mail at their address.
Select No Mailings if the client does not want to receive promotional mailers.
Select Primary Resident to mark the client as the primary resident at their address. If more than one client shares the same address, the primary resident will receive any mailings you send.
Select Confirm Appts if the client wants to receive confirmations for their appointments. Click 
and select the client's preferred confirmation methods in order of preference.
More Info: Click here for instructions on how to define appointment confirmation preferences.
Click Save.
More Info: Click here for links to topics that explain how to customize the client's profile with additional information.