Skip to main content

Customize your client record

How do I customize my client record?

Updated over a week ago

You can customize your client record fields to include the information essential to your practice.

In this guide, we will cover how to:


Add a section for additional client information

  1. Go to Clients.

  2. Select the client.

  3. Navigate to the personal information tab.

  4. Scroll to the bottom of the page.

  5. Click '+Add new section.'

  6. Give the section a name.

  7. Select 'Save section.'


Customize section fields

  1. Go to Clients.

  2. Select the client.

  3. Navigate to the personal information tab.

  4. Select ‘+New field’ in the top right corner of the section you would like to edit.

  5. Choose the field type from the selection.

  6. Type the field name.

  7. Click 'Save field', and the field should now appear in the section you added it to.


Customize fields through the Settings Page

  1. Navigate to the Custom Fields tab.

  2. Select 'Edit' in the 'Customize Client Fields' section.

  3. You may now add a new section or field.

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

Did this answer your question?