Client indicators are visual cues or flags showing selected key information from client profile fields, quickly visible in booking and client list.
Client indicators are customisable visual flags that instantly surface essential client information, such as allergies, medications, instructions, or special statuses, without needing to open full profiles.
Examples:
Allergies
Pregnant
Missing medical aid details
Indicators clearly highlight key details, allowing your team to identify them instantly without opening a full profile.
1. On the booking modal
2. On the client list
In order for Client Indicators to be applied, you need to ensure your Client profile fields have the relevant fields.
Once your Client Profile fields are updated, follow these steps:
1. Go to Clients
2. Click the vertical ellipses in the top right corner
3. Click ‘Client indicators’
4. Click ‘+ New indicator’ to create a new indicator or open an existing one to edit
5. Create a label, select a colour, icon and criteria for the indicator
6. Finally, set up your criteria
7. Remember to save/ update
Follow the same steps as above
Or access the indicators from the client booking modal
Simply click on the indicator for the window to appear and make your changes