Editing Customer Profile

To edit a customer’s file. Click found in the top right corner of the profile overview. 

Feature Overview – Top Banner

Name	Description
Status	Update customer status. Learn more about customer status.
Weight	Update client weight.
Appointment Black List	Toggle ON to block clients from being able to book appointments online. Clients will only be able to add themselves to the wait list. Tip: Use this feature for problem clients!

Feature Overview – Bottom Tabs

Name	Description
Contact Details	Update customer demographics, contact information or language preferences.
Files	Manage intake forms and documents.
Memberships	Manage client membership, credits and logs.
Gift Certificate	Manage active client gift certificates.
Dislike Services	Update client preferences to include services they dislike so that they do not get booked.
Preferences	Manage client communication preferences.

Customer Profile Contact Details

The first tab provides access to the customer’s contact information, including:

• First Name, Middle Name & Last Name
• Phone Number
• Email Address
• Home Address
• Date of Birth
• Gender
• Referral Method
• Preferred Branch

Make any necessary changes and click Save to update the information.