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Customize your Client Record template
Customize your Client Record template

How do I change my client record fields?

Updated over a week ago

You can customize your client record fields in two ways. Firstly from within the client record itself. Secondly through the settings page.

Here are the steps to customize the sections:

  1. Navigate to a client’s page

  2. Navigate to the personal information tab

  3. Scroll to the bottom of the page

  4. Select 'add new section'

  5. Give the section a name

  6. Select 'save section'


Here are the steps to customize fields:

  1. Navigate to a client's page

  2. Navigate to the personal information tab

  3. Select ‘new field’ in the top right corner of the section you would like to edit

  4. Select which field you would like

  5. After selecting a field, name the relevant field, the section will automatically populate

  6. Click 'save field', the field should now show on the section you added it to


Here are the steps to customize client records through the settings page:

  1. Navigate to the settings page

  2. Navigate to the client settings tab

  3. Select edit in the customise client fields section

  4. To add a new section follow the earlier steps here

  5. To add a new field, follow the earlier steps here

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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