How to Update Preferences on a Client's Profile

Preferences are an effective way for associates to keep track of client interests and provide personalized product recommendations. Clientbook comes with some default preference fields, but admins can create additional fields to cater to specific business requirements.

To learn how to create new Client Preference, click here. 

To fill out existing client preference fields, follow the instructions below:

1. Click on the Manage tab located at the top of your Dashboard. Click on Clients. 

2. Search for the client you want to edit. Click on their name. 

3. Click on the pencil icon on the far right side of the screen. This will take you to the Edit Clients page. 

4. Scroll down to the Preferences section. Enter information in the text box next to the desired preference, then click Save. 

If you have any questions regarding Client Preferences, reach out to our Customer Support Team at [e-mail] or [phone].