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How to Use Client Preferences

How to Use Client Preferences in Clientbook

Preferences are a powerful way for associates to track client interests and provide personalized product recommendations. Clientbook includes default preference fields, but admins can create additional fields tailored to your business needs.

🔗 Learn how to create new Client Preferences

 

How to Fill Out Client Preferences

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: 
      dash 1.png
    • Mobile App: 
      app 1.PNG 
       
  2. View the client's profile details:
    • Dashboard: Locate the "i" icon in the top right corner of your screen & click on it. 
      dash 2.png
    • Mobile App: Hit the "Profile" button located at the top left-hand side of your screen. 
      app 2.PNG
       
  3. Scroll down to the Preferences Section & hit "Edit" 
    • Dashboard:
      dash 3.png
    • Mobile App:
      app 3.PNG
  4. Update Preferences & Hit Save! 
    • Dashboard:
      dash 4.png
       
    • Mobile App:
      app 4.PNG

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