Adding Client Preferences

Adding Client Preferences

1. Click "Clients" from the Sidebar Menu.




2. A list of all of your clients will appear. Click on the client you want to edit.




3. A pop-up will appear. Click "Edit" in the top right of the page.



4. Scroll down to "Additional Information" and select "+Preferences". 




5. A pop-up will appear. Enter the Preferences information in the respective fields. The pink asterisk notates required fields, including: Preference Type. When you're finished, select the pink "Submit" button at the bottom. 

**PLEASE NOTE: You cannot store credit card information in the "Details" box. Payment information can only be stored in the designated "Payment Information" section.






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