Client Name

 

These are standard fields.  We recommend always inputting both the first and last name.

 

Active

 

If a client no longer visits your business you are able to set them as inactive. Once they are inactive they will no longer show up on the appointment calendar to book or the point of sale to check out, but they will show up on reports.   You can reactivate a client at any time.

 

Phone Number Fields

 

The phone number fields are optional information.  However, if you wish to take advantage of  SMS appointment reminders, then you will need to enter an mobile phone number.

 

 

Send SMS Button / Mobile Provider Selection

 

The Send SMS button will show if you are using two-way SMS text messaging in Envision Cloud. Clicking to Send SMS will open a screen to show SMS text messages sent to and received from this client.

 

The Mobile Provider selection will show if you do not have a two-way SMS messaging account in Envision Cloud. Entering the client's cell phone number and choosing their provider here will allow appointment reminders to send to the client's mobile phone as a text message.

 

 

Email

 

Email fields are not required by the system but it is recommended to always capture them for appointment confirmations as well as marketing.

 

Address Fields

 

The address fields are standard address information.  It is recommended that you capture this information for every client.

 

Emergency Contact

 

Enter the client's emergency point-of-contact information in the provided fields.

 

Popup Note

 

Enter any notes for this client that you wish to open when booking. This feature will need to be enabled in the Company settings.

 

 

Edit CC On File

 

Choose this option to enter or update a client's credit card information held on file.

 

 

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Birthday

 

This field allow you to collect a clients birth date information for use in marketing and reporting.

 

Client Type

 

Client Type is an optional classification system for your clients.  Some examples of common Client Types would include Seasonal or Family.

 

Lead Source

 

Lead Source gives you the ability to track where your new clients are coming from.  It is recommended to always use this field to help assist with marketing.

 

Referred By

 

If the client was referred to your business, the name of person who made the referral can be selected here. You can also enter this when adding a client from the Calendar or Sales Register. This is especially important to enter if your business uses a loyalty program to award points for referrals made.

 

Loyalty Program

 

Select a Loyalty Program for the client if you have setup a program to reward clients for purchases or referrals.

 

Discount Plan

 

Select a discount plan for the client if you offer a repeat discount for each sale.

 

Parent Account

 

Link the client account that is the "parent" of this account.

 

Preferred Location

 

This option is relevant if your business has multiple locations.  Select your client's "home" location here.

 

Card ID

 

Enter the card number for this client, if cards are issued.

 

Gender

 

Select the client's gender from the drop-down selection box.

 

Initial Visit

 

This  is a read-only field that shows when the client first had a sale at your business.

 

Created On

 

This is a read-only field that will display the date that the client record was created.

 

Loyalty Points

 

This is a read-only field that will show the client's current loyalty point balance. Loyalty points are awarded by enrollment in Loyalty Programs.

 

Account Balance

 

If the client has a credit or owes money on their account, the amount will show here. Amounts that are owed to the business will show in red.

 

 

Unsubscribe from marketing emails

 

Selecting this checkbox will remove the client from receiving email marketing campaigns.