Editing Client Category Selection


In this tutorial we will show you how to edit your client list categories. There is a list of 20 categories that you can choose from, or edit to suit you.

Editing Client Category

  1. Go to “Edit” in the top menu, select “Edit Client Category Selection”
  1. You will have a list of 20 categories that you are welcome to edit. There are a few commonly used categories loaded already. Feel free to change these to what ever you need.
  1. Click in the block of the name you would like to edit under “Client Category” and insert the new name.

*To apply the newly edited client category, please see the “Edit Client List” tutorial