Welcome to your Client Information System
getting started

The easiest way to learn your system is to use it....here are some general tips to help you find your way around:

  • links to other pages are generally in green.
  • clicking on a name will take you to that clients details.
  • try to use the navigation buttons on the pages & not the `back` button of your browser
    (for example if you make an appointment and use the `back` button the new appointment wont show because you have gone back in the history of pages to one that doesn't reflect the changes you've made)
using the Client System The system is based around two main areas, your clients, and your appointments, you see these two reflected in the home page - dates on the left, and ALL your clients on the right listed alphabetically.
Search for Clients from the login page you will be taken to the fast search page
(and also see a link to your set up page)

you can search by name (entering part of the name will do)
and you can search by telephone number (part of the number will do too)
or if you click on either of the `go` buttons, all your clients will be listed alphabetically.
Client Information clicking on a Clients name will bring you to the Client Information page:
we have set up a default client - Mr Joe Bloggs. Each of the boxes on the page contain information about this client, some boxes are fixed with regard to the information thats entered into them, others are fully customisable in your setup area.........lets take a closer look:-
Pre Set Information
the areas of the client information page circled in red are preset to contain this type of information - you simply type in the data....e.g Name, Email, Phone numbers etc.
Customised Information
setting up client
information

the kind of Information in the 7 areas circled in blue is entirely customisable to suit your Business or client. The `label` to show what kind of information is shown is specified in your setup area, the information is entered as you add new clients.
e.g in the example above there is a field labeled "sex", if you were a Pet Groomer and keeping information about your client`s pets, you could change this to "breed"

for help on how to Set Up your Client Information page - click here.

Client History

The client information page lists all the history appropriate to this client, by clicking on any history item listed, you can view/edit/or delete it. Typically this documents the history of client order, or visits.

To add new history for this client click on the `add history` link, and simply enter in a summary and details you wish saved.
Clients Text

Client Text is simply a note you may wish to make, any information you wish to add, perhaps something relating to a previous order or visit to this client, or a request your client has made.
The client information page lists all previous `texts` appropriate to this client, by clicking on any text listed, you can view/edit/or delete it.

To add a new note, click on the `add text` link, and enter the details.
Adding New Client Click on the `add client` link and enter in as much or as little information as you require, it can be added to or edited at any time. The minimum information required is the Name.
Editing or Deleting Clients & their information Click on the `edit client` link and change any information you require. You can also delete this client and all relevant history/texts entirely, by clicking on the
*NOTE* once deleted this information cannot be retrieved, also it may make sense to keep details of old clients, they may return, and you can recall their information instantly.
   
Client Follow Ups

Follow Ups are reminders or things `to do` which are appropriate to this client.
for example....if you are a Hairdresser and have run out of colour for this clients hair, you could add a `follow up` note to replenish stocks.

Outstanding Follow Ups can be viewed at anytime by clicking on the `foolow ups` button on the main search page, if the `follow up` is no longer applicable you can edit it or delete it by using the link.
Adding a `follow up` is done by entering information in the follow up box, or changing any existing `follow up`....to remove a follow up, leave the box empty.
   
Set Up your Client Information page - click here.
Client Information System ©2005 easyclient.co.uk