Managing Client Card Settings

The Client Card & Forms settings of your Wolbix account determine which client details you collect and what type of information clients are asked to provide when they fill out contact forms or book with you online. To view and update these settings, open the Settings menu and click Client Card & Forms. 

The Client Card Settings page contains three tabs: 
 

  • Client Fields: Lets you view, control and update the data fields that appear on the Info tab of your Client Cards. 

  • Intake Forms: Lets you control the information fields that appear on each of the client intake forms (Leave Details, Scheduling, and Payments).  

  • Client Status: Lets you update the conditions for automatically changing client status from Lead to Customer. For details, refer to Managing Client Status. 

Still have questions? Contact us.