Clients

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Create Client Tabs

This guide will show you how to manage the Client Tabs area of your website Client Database. Client Tabs are a way to organise Client Fields into logical categories that apply to your business. Client Tabs apply to the Administration area only and does not impact the front-end of the website.

You can use Client Tabs to organise fields in a Client Record into sections such as Contact Details, Medical History, Reports etc.

Step-by-Step Instructions

  1. Login to your Administration website
  2. Select Clients
  3. Select Client Set Up
  4. Click Client Tabs
  5. Click Add New to create a new Client Tab
  6. Insert a title for the new Client Tab
  7. Click to add existing Client Fields to be displayed on this Client Tab
  8. Select which administrators have access to this Client Tab
  9. Click Save
  10. Once this is added to your list you can change the order the Client Tabs are displayed in by clicking and dragging the titles to a new position
You can create new Client Fields and add these to a Client Tab at a later stage - so when creating a Client Tab it is not mandatory to select any existing Client Fields.

 

By defining which administrators have access to tabs you can ensure that those who don't have access to the tab will not have access to client fields uniquely associated with that tab.

 

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