Next Gen - How to change email address for clients/edit client info
Navigation :
Access the client's dashboard for whom you would like to update/change the information.
Follow the instructions below.
1> Click on the client's name.
2> Click on Edit.
On this page, you will have the option to make changes to all the information that you had updated already along with updating the new information.
Here you can Update the below options.
1> Client's name
2> Mailing Address
3> Email address
1> Client's name
2> Mailing Address
3> Email address
4> Phone Number.
Under Additional Details, you can update the below information.
1> Choose a preferred provider for the client.
2> How did the client hear about your clinic.
3> Identity card number.
4> Alert
5> If the client is also an employee at the clinic.
5> If the client is also an employee at the clinic.
6> Apply Interest rates.
7> Apply discount.
8> Enroll the client into a Loyalty reward program.
9> Additional Notes about the client.
10> Tag for Client Groups/Category
11> Additional caregiver details.
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