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Client Setup

General Setup #

This area allows you to change some of the basic client options.

  1. Go to System, then click on System Setup.
  2. Click the Client tab, then click the Client Setup button.

    • Client label: What clients will be called in the system.
    • Verify client’s contact info: Force verification of client contact information after a certain timeframe.
    • Show birthday notifications: Show birthday notifications for clients a set number of days prior to their birthday upon arrival.
    • Client names as all uppercase: Force all capitals when entering client names.
    • Require phone number: Requires a valid phone number is entered for every new and edited client file.
    • Require email: Requires a valid email is entered for every new and edited client file.
    • Show last 4 digits for all users: Hides all but the last 4 digits of all client phone numbers.

Contact Preferences #

This area allows you to set the default confirmation and marketing preferences for all added clients.

  1. Go to System, then click on System Setup.
  2. Click the Client tab, then click the Contact Preferences button.
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Updated on December 27, 2022