Client Types

Client Types are similar to Client Indexes. 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 allow 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.

Follow this menu path: Clients => Client Types

1. Lookup a client on the Client Lookup screen (Clients => Client Lookup)
2. Click on the word "assign" above the Client Type box see image
3. Check the Client Types that you want that person to be associated with
4. Click the Update Client Types button at the bottom

 

Here are a few of the places that Client Types come in handy:

• Client Lookup Screen (Clients => Client Lookup)
• Sales Forecasting Report (Reports => Sales => Sales Forecasting
• Visits Remaining Report (Reports => Clients & Accounts => Visits Remaining Report)
• Making them prerequisites while describing a Class or Workshop (Toolbox => Services => Class & Event Managment=> Edit or Add New)