Filling Out The Client Form

The client form has several tabs that allow you to view and modify specific information concerning the client. For help with filling out fields under a tab, click the tab's name under Client Form Tabs in the list to the left.

Here's how to enter items that appear on the client form for all tabs:

Find Client (Modify Clients window only)

The Find Client field on the Modify Clients window shows the name of the currently displayed client and allows you to specify another client to display. To display another client, enter the first few letters of their last name into this field and press tab. Doing so locates all clients whose last name begins with the entered letters. If more than one client matches, you will be asked to select the client from a list. For more information, see Finding People in the Searching section.

Tabs

Client
Personal
Relations
Sessions
Orders
Faces
Custom
Appointments
Credit Cards
Correspondence