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Custom Fields for Client and Appointment Information

Can I add custom information to client profiles or appointments?

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Written by Gavin Zuchlinski
Updated over a week ago

Yes, you can add custom fields to clients and appointments.

  • Go to "Settings" > "Fields" to add new private fields.

  • These fields can be used to log information, such as phone call summaries, or any other data relevant to your business.

  • For example, you could add a "Phone Call Summary" field to an appointment to record notes from client conversations.

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