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  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
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

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