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  1. Customize Client Profile

Customize Client Profile

Customize Client Profile

add fields to crm profileclientclient profileclientscrmcustom client form in crmcustom client profilecustom fields crmcustom profilecustomer profile formedit customer profile formmodify client details
Customizing a client profile form is helpful because it lets a business collect the specific information that matters most for its services and customer relationships.

Personalized service - gather details (preferences, needs, allergies, pet info, style choices, etc.) that let you tailor services to each client.

Operational efficiency - collect the right data upfront so staff don't need to ask the same questions repeatedly. Customer loyalty - show clients you remember their preferences and details to build trust and repeat business.

Go to the navigation menu and click on Clients > Forms
Click on profile client edit button
A form consists of fields. You can set who can see, edit the field and whether it is Required.

A Required field must be filled out for a form to be submitted.

Select a field type
Save the client profile form

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