How to Create Client Preferences in Settings

How to create Client Preferences in Settings:

We get it, keeping up with clients and their interests can be quite a handful. But don't you worry, we've got you covered! We've created the Preferences function to help you keep track of your client's interests. This way, you can effortlessly steer them towards products that they'll love and be more inclined to purchase. It's a win-win situation for both you and your clients!

Clientbook comes with a few default preferences to get you started. These preferences can be seen on the Client Details page of any client profile. You can create new preferences in the Settings page of your Dashboard for your staff to fill out when interacting with their clients. 

1. Click on the Setup tab of your dashboard. Click on the Clients dropdown and select Custom Fields. 

2. You can edit the existing preferences by clicking on them. You can also click Add Preference on the right side of your screen to create new custom fields. 

3. Once done creating your client preference. Click on Save. 

To learn how to add information to Preferences in a client profile, click here. 

And you're done! If you have any questions regarding your client's profiles, reach out to our Customer Support Team at [e-mail] or [phone].