Adding/Editing Client Types

Client Types are used to track client source and/or retention. They are color-coded on your schedule screen as the bottom, right corner of the appointment box OR as the color of the appointment box itself (depending on your Schedule Colors setting).

OR

There are 4 Client Types that are pre-set in the system:

• New Request: A NEW Client who has requested a specific Service Provider

• Request: An EXISTING Client who has requested a specific Service Provider

• Salon: An EXISTING Client who did not request a specific Service Provider

• Walk-In: A Client who has not booked in advance before coming in

Custom Client Types can also be created to track other important data such as Groupon customers, Senior Discounts, Bridal Parties, etc!

Client Types also are shown when Printing the Schedule:

(Schedule > Employee Schedule > Choose Date > Choose your desired filters > Run Report)

Client types on schedule

For more on the Employee Schedule function, click here

How to Add a Client Type

Proceed to: Manage > Advanced Settings > Manage (located under Client Types)

1

Click New Client Type

2

Enter the client type name

Specify whether it can pertain to a first-time client or not.

All first-time clients will automatically default to the New Request category unless you change the "New Client Default" type to another status in the Advanced Client Type Settings.

Client type names

3

Choose the color for the client type

Remember: They are color-coded on your schedule screen.

4

Click Add

Add new client type

How to Remove a Client Type

Proceed to: Manage > Advanced Settings > Manage (located under Client Types)

Client Types cannot be deleted, but they can be inactivated so that they no longer show up as an option upon scheduling a client.

1

Uncheck the Active field

Uncheck the field next to the client type you'd like to remove.

You will be able to go back and re-activate this in the future, if need be.

Uncheck to remove client types

Changing a Client Type on a Sales Ticket

Proceed to: Tickets > Ticket List

1

Select the client

From the Open Tickets list, click on the client’s name.

2

Click the Client Type

Click on the Client Type next to the client’s name.

Select client type to change type

3

Choose a new Client Type

Choose a new Client Type from the drop-down menu.

Choose new Client Type

4

Click Update

If you are ever confused on what the color of an Appointment/corner of an Appointment means, you can use the Color Key located on the left side of your Schedule.

Color key on schedule