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Editing Customer Profile

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

Feature Overview – Top Banner

NameDescription
StatusUpdate customer status. Learn more about customer status. 
WeightUpdate client weight.
Appointment Black ListToggle 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

NameDescription
Contact DetailsUpdate customer demographics, contact information or language preferences. 
FilesManage intake forms and documents. 
MembershipsManage client membership, credits and logs. 
Gift CertificateManage active client gift certificates. 
Dislike ServicesUpdate client preferences to include services they dislike so that they do not get booked. 
PreferencesManage 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.

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