How to Change a Client's Preferred Name

What is the Preferred Name used for? 

The Preferred Name field on a client profile determines the name used when the :Client Name:placeholder is applied in automated messages, mass messages, message templates, and one-on-one messaging. This is especially useful if a client prefers to go by a nickname! 

• By default, this field will be blank. If no preferred name is added, Clientbook will automatically use the client's first name in messages.
• Once an associate enters a preferred name, it will remain unchanged unless manually updated by another associate. This field will not update automatically or be removed unless edited directly.

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How to Change Your Client's Preferred Name

The following steps apply to both the Dashboard and the mobile app. Screenshots will be provided for both platforms.

1. Navigate to your client's profile - Go to the Clients tab, then search & select your Client's profile. 

   • Dashboard:
     
   • Mobile App: 
      

2. View the client's profile details:

   • Dashboard: Locate the "i" icon in the top right corner of your screen & click on it. 
     
   • Mobile App: Hit the "Profile" button located at the top left-hand side of your screen. 
     
3. Hit the Edit button located next to the Client's name: 
   • Dashboard:  
     
   • Mobile App:
     
4. Enter your Client's Preferred Name & Hit Save: 
   • Dashboard:  
     
     
     
   • Mobile App:
      
5. View the Preferred Name on your Client's profile: 
   • Dashboard:  
     
   • Mobile App:
     
     
     

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If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].