|
2.4
Entering Your Clients
Select Client
Manager from the Modules menu.
Module Menu
Alternatively you may enter new clients
to the system by clicking on the new client icon which you will find at
various locations.
The Client Manager opens and the client list is
displayed.
Main Client Manager Screen
To add a new client to the list click on the new
client icon in the tool bar to open the client entry dialog screen.
New Client Entry Dialog
We suggest that you fill out the form entirely when a
new client arrives for their first visit. However at a minimum the
first name and last name is required. When the entry is complete
click on the save button to save the client and enter them into the
lists.
Client Alerts: you may set alert flags on a
client file to advise of important information which the staff should be
alerted to and have quick access to. Setting the alert status to
on will allow the client alert entry button to be active. Clicking
on the button will bring up the alert entry screen, enter the
information and save the alert then return to the new client screen and
complete entering information and save the new client file. Note
that the alert status will show on the appointment screen and on client
edit screens. You can only edit an alert status in the Client
Manager. More on client alerts.
Client Alert Input Screen
Clients may be entered in any order and sorted into alphabetical order later by selecting
Sort the
Client Files from the Client Manager tools menu.
Client Manager Tools Menu
Other tools and icons on the tool bar and menu are for
viewing and managing associated client history files. The use of
these tools is explained further in the managing
clients section of the guide.
The system assigns a client number which can be used to find clients in the
system and is used to index histories and other client records
kept by the system.
Double clicking on a client in the list places their
name above the list then you can use the address tab and the other tab
to enter/edit information about the client.
Client Manager Address Tab
Client Manager Other Tab
Click on the save icon to save changed client
information.
Note that you may authorize the client to have an
account on the "other" tab. If the client is not pre-authorized the
charge tender selection will not function for the client. See
additional information on client accounts.
Client Alerts: A client's alert status can be
entered or removed on the Client Manager Other tab. The alert
information is contained in the profile of the client and can be
accessed using the profile icon on the tool bar.
You may create a profile for each client which will
contain key information about the client. Profiles are
optional and need not be created. To create a profile click on the
profile icon with the client's name selected.
Client Profile Screen with Alert Tab
If a profile exists it will be displayed, if not you may
create one. Enter the data and click on the save button. Note that you
may change or add new information to the profile at any time and modify
the information by re-saving it.
Service Histories can be manually entered to the
system or saved automatically by the system as a sale takes
place. To keep client histories and to create them automatically
set up automatic histories by checking the box located in the
Policies tab of Preferences. The default setting is on.
You may access the manual history tool where you see
the add service icon.
Manual Service History Form
You may credit and track referrals by
your clients by noting the referral at the time the new client file is
created. Click on the referred by button on the Other Tab to open the
referral entry tool.
Client Referral Dialog
A referrals report is available in the
reports section which will identify those clients bringing in referrals
in selected time intervals.
|
