Adding a Client Profile

To get to client profiles, go to Meevo > Data > Clients, or type client into the Convobar. 

To add a client profile

1. From the client search form, select Add New. You can also copy an existing client profile to quickly duplicate certain information on the profile.
2. Across the top of every profile are the client's lifetime Services and Retail sales, along with their # of visits. This is also where the Restricted checkbox can be found (for restricting clients in Meevo).
   
3. Enter the client's full name and, if desired, upload an image of the client.
4. Numeric Identifier: A unique number that Meevo automatically generates for each client. In various search fields of Meevo, you can perform a direct client search by entering Qx, with x being this number.

Select this linkSelect this link for a list of all areas that support this direct client search.

1. Third Party ID: Use this field if you need to map clients in Meevo to a third-party system. The Third Party ID field appears on the AQ020 and AQ022 Work Ticket reports and on Receipt Work Tickets. You can also reference this field in Client Searches to look up a client directly; enter an asterisk and then the ID (for example *5198).
2. Gender: Depending on how you configure your services, some services may be made available only to a specific gender. For those services, your selection here may impact the service's availability to the client.
3. Pronoun: Select the client's preferred pronouns. This field will appear in other areas of Meevo in future releases.
4. Client Type: After selecting a Client Type, the badge icon appears. Go here for details about Client Types.
4. Referred by: Select the client's referral source. There are two Business Preferences options you can enable to require these two fields on new client profiles.
   4. If client was referred by another Client or an Employee, select the appropriate option and specify the person in the field that appears. If you have Students & Teachers enabled, you can select a Student or Teacher.
   5. If the client came in on a Referral, select the appropriate Referral Type.  However, a user will be unable to change this field after the client's first transaction unless they have Grant permission to the Edit referral type after transaction has occurred security key under Data > Client > Main > Referred By in Security Administration.
   4. If the Referred by field is edited, any points that clients received as a result of referral promotions will not change, and clients will not receive points as a result of changing this field if the client's first transaction already occurred.
5. Birthday and Anniversary: Enter the client's birthday and anniversary, if desired. If you add a client to the Appointment Editor or the register and the client's birthday is 15 days before or 15 days after the current day, then Meevo displays a reminder of the client's birthday. Note no reminders are displayed for Anniversary.
   
6. Minor: Select for clients who are under the age of 18. This option reveals the Parent/Guardian section, with the required Client field. See About Client Profiles for more information on minors.
14. Email: Enter the client's email and configure their email notification preferences.
    1. Email Address: This email address is used for notifications, so it must be unique (cannot be in use by another client). Entering a valid email address enables the options below it.
    2. Use for appointment notifications: Select to use this address for email notifications and to make this client eligible to appear in Basic Marketing export lists. Go here for details on setting up notifications.
    3. Use email for marketing: Select this option to make this client eligible to appear in the Client Selection Export list and in Email Marketing campaigns. A valid Email Address must be entered above in order to select this option. Note that clients can enable and disable this option through their Online Booking profile.
    4. Opted-in for Emma Email Marketing: This is a read-only checkbox that automatically appears in the client's profile if the client is eligible for Email Marketing syncs. The Email Marketing integration must be enabled for this checkbox to appear.
    5. Undeliverable and Flagged as spam: Each checkbox is hidden unless Meevo enables it. Meevo will automatically enable one of these if the client's email is deemed undeliverable or if the client marks an email notification as spam; if either checkbox is enabled, Meevo will not send notifications to this client's email address. You can manually uncheck these statuses and save the profile to resume sending notifications to this client. See Enabling and Managing Client Notifications for more details on this option.
15. Phone: Enter the client's phone numbers. Be sure to review this topic for complete details on setting up notifications.

Note: Meevo ensures that there is always at least one row of each phone type. For example, if you add two Mobile numbers (by changing the Type from Home to Mobile), Meevo will automatically create another row that defaults to Home.

• Select Primary to indicate that this is the main phone number for this client. The Primary phone number will appear in reports and the Confirmation Manager for this client.
• If entering a Mobile number, you can select Opt-in for text notifications to enable appointment notifications for that number. This immediately sends the client an opt-in text message. 
• The Send Text icon is available if the client is opted-in for text messages. Select this option to open Client Find on this client's Send Txt Msg tab, where you can send this client a one-way message. If you are using the Textel integration, selecting Send Text Msg brings you right to Meevo Messenger.
  
• Select Use for text marketing if the number is also to be used for text marketing. Note that this option is simply a flag for the Only include clients opted in for text marketing filter option in the Client Selection Export.
• Select Use for phone confirmation to enable the visual indicator in the Confirmation Manager, which informs the user that you should call that client. If your business doesn't make confirmation phone calls, you can hide this checkbox via a Business Preference option.

1. Enter the client's Address. This info can be important if displaying the client address in the Appointment Book Smart Assistant (for onsite appts).
2. Allow client to book and reschedule appointments via Online Booking: Enable this option to allows this client to book and reschedule appointments online using Online Booking. If this option is disabled and this client attempts to book online, a message appears instructing the client to call the business.
3. Transient: Excludes this client from retention and rebooking calculations for this location. Select this option if the client is only visiting the area.

Note: When calculating retention and rebooking, Meevo always looks at the current state of this setting on a client's profile, and then applies it to all of the client's historical data. For example, you could mark a client as transient and run the MA200 for any date range, and the client will be excluded from all retention and rebooking calculations. You could then deselect the Transient setting for that client and run the MA200 for the same date range, and the client would be included in all retention and rebooking calculations.

1. Allow this client to place charges and credits on account: Enables this client to charge to and place credit on a client account. This option does not need to be enabled to make a payment on a client account balance. 
   1. Limit: If a limit has been set on client account balances via Business Preferences, then a Limit field also appears here on client profiles. The value in this field defaults to what is set in Business Preferences, but you can change it here to set an override for this client only.
2. Exclude this client from receiving points: If enabled, this client will not receive points rewards, regardless of which promotions the business is running.
3. Client does not wish for their personal information to be sold or shared: Enable this option if the client does not wish for their personal info to be sold or shared. This "opt-out" option is available in the client profile and in the client-facing Online Booking and eGift sites when the Client Business Preferences setting Enable clients to opt out of selling or sharing of personal information is enabled. 
4. External URL: This field is mainly for third-party integrations, where a business needs to link a profile to another site (for example, to cross-reference to the client's profile in a CMS). From the client's Meevo profile, you can select the link to the right of the field to quickly jump to that URL.
   
   When External URL is filled out, a link is also added to the Appointment Book Smart Assistant when that client is booked...again, for the ability to quickly cross-reference/lookup more information on that client in another system.
   
5. When finished, be sure to select Save.