Client Extra Fields

Sometimes standard client information like name or phone number are not enough to record all client details. You can use “Client Extra Fields” to add additional fields to the standard ones.

To set up Client Extra Fields:

Navigate to “Setup->Client Extra Fields”

ClientExtraFields

To add a new client extra fields:

  1. Click on the “+” button.
  2. Set the “Label” which is the label of the extra field. i.e. Hair Color, Personality …
  3. If you wish the information to be printed on the Client receipt, checked “Print On Client Copy”.
  4. If you wish the information to be printed on the Store receipt, checked “Print On Store Copy”.
  5. Click “OK”.
  6. Repeat steps 1 to 5 to add more extra fields to the client.
  7. When all additional fields added, click “Save Changes” on the bottom of the page.

To change client extra fields:

  1. Click on the extra field you want to modify.
  2. Apply the changes and click “OK”
  3. Repeat step 1 and 2 for all the fields you want to change.
  4. Click on “Save Changes” button.

To remove extra fields:

  1. Select the extra field you like to delete.
  2. Click minus button (-)
  3. Click on “Save Changes” button.

To set or modify the value of an extra field

Extra fields can be set directly from the new order window. Just click on the “Extra Data” button and enter values.

Alternatively you can set or alter “Extra Data” through client information window. On the home page, search for a client. Click “Client Detail” InfoIcon to open the “Client Information” window. On the right side, scroll down to see extra field you have created. Change the value.

ClientInformationWindowExtraFields

Using the client extra fields on custom prints, SMS and email invoices

Client extra fields can also be used on all custom SMS messages, emails and invoices. To add the extra field, all you need to do is put the extra field’s “Label” between “{” and “}”. For example, to have the value of the “Preferred Color” in the image above which is Blue, {Preferred Color} should be used.

It’s important that {Preferred Color} in the above example follows exactly the same case and letters of the extra field’s original label.