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
- Go to “Edit” in the top menu, select “Edit Client Category Selection”
- 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.
- 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