Client Types

A Client Type is an optional setting in a client profile that is used to categorize clients. For example, you might create Bronze, Silver, and Gold Client Types to categorize clients based on how long they’ve been doing business with you.

If a client is assigned a Client Type, a badge appears beside the client name in several areas of Meevo (you can configure the badge color from within in the Client Type definition).

Client Type badges appear in various areas of Meevo: on the appointment block within the Appointment Book and next to the client name in the client's profile, Appointment Editor, and Client Find results.

Once clients are assigned to Client Types, you can also:

  • Create discounts that apply only to specific Client Types.
  • Filter the Appointment Book by Client Type
  • Search for clients by Client Type in client search forms.

How many Client Types can I assign to a client?

Each client profile can be assigned to one Client Type at a time.

Adding a Client Type

  1. From the Client Types search form, select Add New.
  2. Show Visual Indicator: Clients assigned to this Client Type will have a badge displayed next to their name in various areas of Meevo.
  3. If you selected Show Visual Indicator, specify the badge color using the color picker.
  4. When finished, select Save.

 

Assigning a Client Type to a client

A location can assign a Client Type to a client via their client profile.

 

Searching for clients by Client Type

  1. Type client into the Convobar, or go to Meevo > Data > Clients.
  2. In the search form, select Advanced Search.
  3. Select a Client Type and enter any other information to narrow your search.
  4. Select Search. Meevo displays a list of all clients who match the search criteria, including the defined Client Type.

 

Editing a Client Type

  1. Locate the Client Type and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

 

Inactivating or reactivating a Client Type

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Client Type:

  • Client profiles already assigned to this Client Type remain unchanged.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.

To activate or inactivate:

  1. Locate and select the Client Type.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.
      
  4. Select Save.

 

Deleting or undeleting a Client Type

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a Client Type:

  • Client profiles already assigned to this Client Type remain unchanged.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.

To delete or undelete:

  1. Locate the Client Type and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.