• Pets
    • Salon
    • Fitness
    • Pet Care
    • Appointments
  • Features
  • Blog
  • Verticals
    • Hair Salon Software
    • Nail Salon Software
    • Waxing Salon Software
    • Beauty Salon Software
    • Barbershop Software
    • Tattoo & Piercing Software
    • Fitness And Gym Software
    • Spa Management Software
    • Tanning Salon Software
    • Personal Trainer Software
    • House Cleaning Software
  • Free Trial
  1. Info Card - key client info at a glance

Info Card - key client info at a glance

Info Card - key client info at a glance

clientclient infoclient profileclientscrmglanceimportant infoinfo cardquick access
At a glance access to the important info. The Info Card displays key information collected from client forms. You can choose specific custom fields to appear on the Info Card. When clients fill out those fields, the submitted data will be shown next to their name in both Appointments and Profile views.
Go to the navigation menu and click on Clients > Forms
Click on profile client edit button
Click on settings for selected field
Make it an info card field
Save the field
Here is an example of an info card when looking at an appointment 
Here is an example of how an info card works when looking at a client profile

Contact us
Pricing
Blog
Referral Program

https://myownwebsite.com
Terms  |  Privacy  |  MyOwnWebsite.com