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How to Create and Assign Client Categories

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Creating Client Categories

Go to Admin and into the Lists tab. Use the Select List drop-down menu to select Client Categories:

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Click New to create a Client Category. On the right side panel, give your category a name, and Save. Otherwise, you can click Edit next to an existing list.

Note: By ticking Add to new clients, this means that this client category will be automatically applied to all new clients (e.g. the Loyalty Program category is one which you might like all new clients to be automatically assigned to).

Continue clicking New and creating each of your client categories until you have them all listed.

Assigning Clients to their Client Categories

Next, we need to assign the clients to the Client Category you want them a part of. There are a couple places you can do this:

Client Card

Search for a client and go to their client card. In the Actions menu, of the client card, click Categories.

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Tick the category which the client belongs to then Save.

Note: Clients can be assigned to multiple categories. Tick all of the categories this client needs to be assigned to and Save.

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While Creating an Appointment

When you are creating a clients appointment and selecting their services via your Appointments page, you'll notice a Client Details button:

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If you select this, you'll notice a Categories tab. Simply click this button and you can update the clients Client Category from here. There's no need to Save, as it will automatically update if you make any changes:

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Viewing an Existing Appointment

When viewing a clients existing appointment via the Visit Details window (by selecting the client's name on the Appointments Page), you'll notice a Categories tab:

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Simply click Categories and you can update their Client Category from here. There's no need to Save, as it will automatically update if you make any changes.

If you ever wanted to check which clients are on each Client Category list, you can do so via Marketing > All Clients.

Then, simply use the Category drop-down menu to view the clients in each category:

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If you have any questions send them to us via the Submit a Request option in your Help & Support page. 

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