Setup Client Preferences on Point of Sale

Setup Client Preferences on Point of Sale

Client Fields

Quick Add Required Fields: Check this box to allow users to simply add basic information about a client instead of utilizing a full client card. Below this checkbox, check the fields required to save a Quick Add Client Card.  
Client Card Required Fields: Check the fields required to save a Full Client Card.
Online Booking Required Fields: Check the fields required to register a new client on Online Booking.

Visit Types

Create or edit a list of visit types. A single visit type is selected when creating an appointment.
  1. This feature is commonly used to track when a worker was requested, if the client is new, or for walk-in traffic. 

Client Flags

Create or edit a list of fields selectable on the full client card identifying one or many details about the client.
  1. This feature is typically used to identify VIP Clients, Friends & Family, Out of Town Clients, etc.  

Occupations Tab

Create or edit a list of selectable occupations that will appear on the full client card, for use in future marketing.

Form Questions

Create up to 25 questions to ask in the Client Consultation Form from the Client Card.
An example would be “What do you love about your hair?”

Form Checkboxes

Create up to 25 checkboxes for the client to note common traits in the Client Consultation Form from the Client Card. 
Examples would be: Curly Hair, Straight Hair, Wavy Hair, Dry Hair, Damaged Hair, Hair Loss.

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