Customize your Client Record template

How do I change my client record fields?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago

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

Custom Client Record template
  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.

Secondly, from within the Settings Page.

  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 team@carepatron.com.

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