Client data is at the core of our platform. Define the client and contact fields that form the foundation of your records, power your intake forms, and support data imports from spreadsheets.
What is a Client Card?
A client card is the central hub for each client's information, including any customized data fields you’ve created. You can add one manually or have it created automatically when a client fills out an intake form. In either case, the client card will be added directly to your client list.
Access a Client Card
To access a client card:
- Open the platform.
- Click Clients.
- Click on the relevant client.
To edit contact or client information, click the relevant client, then next to the relevant field click the edit icon .
Understanding Client Cards
Client information: On the left panel, the “Client Fields” show a summary of client info, including tags, assigned staff, recent notes, and activity highlights like payments, bookings, and no-shows.
Client Portal From Business View: The client "Conversation" tab keeps all interactions in one thread: notes, bookings, payments, and documents.
Contact information: Your client’s contact details, the client’s status, and the rating they’ve given you (if applicable). You can also manage your client’s payment information under "Cards on File".
Manage Client Activity
To manage client activity:
- Open the platform.
- Click Clients.
- Click the relevant client.
- Click the relevant field.
- Click the desired action.
Manage Nested Clients
All clients associated with a contact or client are listed under the "Contact information" panel.
To manage nested clients:
- Open the platform.
- Click Clients.
- Click the relevant client.
- Under "Contact Information" and next to "Clients", click the plus icon
.
- Enter the client's information.
- Click Save.
Add or Edit Fields
Fields are items you add to customize your client data and forms.
To add or edit fields:
- Open the platform.
- Click Settings.
- Click Client & Contact Info.
- Click Add Client Field or Add Contact Field.
Field Types
You can add fields for both contacts and clients. Contact fields will appear on the right side of the client card, while client fields will show on the left.
- Field type: Consider the type of information you need to store, such as plain text, an address, or a date.
- Field name: This is the label that will appear on your intake forms. Make sure it’s clear and descriptive so clients understand what information to provide.
- Client fields: Business-related client information, like weight, blood type and interests.
- Contact fields: General contact information, including phone number, email, and address.
| Field Type | Description |
| Single line text | A one-line space, where clients enter fields such as "Email", "First Name" and "Last Name". |
| Unique ID | The client's ID information, such as their Social Security Number, customer ID number etc. Important: This number must be different for every client. Do not use it to collect information such as age. |
| Dropdown list | Clients select one option from the list you create. |
| Date | Clients select a date on a calendar. Note: The "Birthday" field is a date field. |
| Phone number | Clients can enter an alternate number in addition to the number in the required Phone field provided. You can select which number is the default. |
| Checkbox | Choose if the box should be checked by default. |
| Opt-in for campaigns | If checked, clients have consented to receive marketing promotions. |
Action Icons
When you hover over a Client Field tab, action icons will appear:
- To edit, click the edit icon
.
- To reorder, click the drag handle icon
and drag the field to the desired location.
- To delete, click the delete icon
.
Add Fields to Other Forms
To add fields to other forms:
- Open the platform.
- Click Settings.
- Click Client & Contact Info.
- Next to the relevant field, click edit icon
- Under "Add this field to your intake forms", click the caret icon
.
- Select the relevant form.
- Required field: Set field to mandatory. The form won't be submitted unless the client fill it out.
- Display on forms until filled out: The field will keep appearing on forms until filled out. Recommended if you don't want to make the field required, but you want to collect the information.
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