Client Indexes

Client Indexes are similar to Client Types. Both could actually be used to manage the same information. However, they do have some advantages over each other.

• Client Types are good for survey type information because a Client can have multiple Client Types. For example, Client Types could be "Yoga," "Pilates," and "Spin." A client could have all three checked.
• Client Indexes are more structured and offer a wide range of values, but a client is only allowed one value per index. For example, a Client Index could be "Age." But the client can only have one age index value (e.g. 20-29) assigned.

Log in as the owner (or as someone with permissions to Client Indexes)

Follow this menu path: Clients => Client Indexes

For creating a new index:

• Enter the name of a client index such as "Age," "Location," "Skill Level," or whatever you want.
• Active: You don't delete indexes. They are either active (in use) or not active (not used at all).
• Sort Order: Controls which indexes are displayed when you have created more than one. The lower numbers (e.g., 1) get displayed before the bigger numbers (e.g., 4).
• Show on Enrollment Roster: if you check this, you can filter out clients that match different indexes on your workshops enrollment roster. Read more about that by clicking here.
• Edit on Enrollment Roster: if you check this, then you can change a client's index on the enrollment roster.
• Show on Add Client: This allows you to assign an index (such as male or female) on the screen where you add clients.
• Show in Consumer Mode: This shows a client which index has been assigned to him or her when they log in using their client login
• Required in Consumer Mode: This forces your client to assign an index to himself/herself when they first log in. It's a good way to make sure that all of your clients have been properly indexed.

 

 

Note: If you have created over 10 client indexes, only the first ten will be displayed on the workshop's enrollment screen. Learn more about having indexes appear on the workshop's Roster by clicking here.

Click on Add New Client Index

 

NOTE: The enrollment

1. Follow this menu path: Clients => Client Index Values
2. At the top, use the drop-down box to find the Index that you just created
3. Type in a value for the index.
   • If the Index was "Skill Level," then the value might be "Beginner." If the Index was "County," then the value might be "Los Angeles County." 
4. Click "Add New Index Value"
5. Repeat steps 1-4 until you have added all of the values needed for this Client Index.

1. Follow this menu path: Clients => Lookup Client
2. Type in the name or barcode of a client and click Search.
3. On the client contact info page, next to Client Indexes, click Assign.
4. Use the drop down lists next to each Index to assign a value.
5. Click Update.

You can make indexes mandatory in consumer mode, meaning that your clients will be stopped from signing up for classes or creating logins until they have picked a value from one of your required indexes. Also, if you tell the system to display a client index in consumer mode, then your clients can be logged in and change what index value is assigned to them.

To make client indexes required in consumer mode:

Follow this menu path:

1. Clients => Client Indexes

2. Check the boxes next to all three:

• Active?
• Required?
• Show in Consumer Mode?

3. Click on the "Update Client Indexes" button at the bottom.

 

Client indexes are also connected to the Missing Required Info client alert, which triggers if you've looked up a client that hasn't been assigned a required index.

To enforce a client index (in business mode)

Check boxes in the "Require in Business Mode?" column for indexes that you want to enforce

Follow this path: Clients => Client Indexes

Click the Update Client Indexes Button at the bottom

 

To enable the Required Info Alert

Follow this path: Clients => Client Alerts

Select the "Missing Required Fields" alert

Select the screens that will trigger the alert if a client is looked up without the required index value assigned

Click the Update Button