Carepatron

You can customize your client record fields in two ways. Firstly from within the client record itself:

Start by navigating to the Client page on the left-hand-side menu.

Select which Section you would like to add a field.

1. Start by navigating to the Client page on the left-hand-side menu.
2. Select which Section you would like to add a field.
3. Add custom field name.
4. Click Save.

Start by navigating to the Setting page on the left-hand-side menu.

Then Select the Client Setting Page.

Add, edit or delete the Custom field text.

1. Start by navigating to the Setting page on the left-hand-side menu.
2. Then Select the Client Setting Page.
3. Add, edit or delete the Custom field text.
4. Click Save.

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on <a href="mailto:team@carepatron.com" rel="nofollow noopener noreferrer" target="_blank">team@carepatron.com</a>.

Customize your Client Record template