Customers

Save customer preferences and notes

Where do you use Acomply?

Step by step

Open “Clients” from the sidebar.
As owner, open the correct profile and Edit. Available fields and labels are derived from the business activity; birthday, preferred professional, hair, style, VIP, diet, notes or health may appear or be hidden.
Enter only real details supplied by the person. Editing requires a phone even though creation can omit it; if you do not have it, ask the customer before saving. Do not invent a number or use someone else’s.
Choosing a preferred professional does not assign all bookings or guarantee availability. Keep general notes separate from clinical details; avoid copying health data into support conversations.
Press Save, wait and reopen to check values and birthday. Choosing an option or writing a note does not itself save it.
For health fields, review Settings → Business → “Client health record”. Outside clinic and dental activities, “Enable health record” enables or disables the bundle; in those two activities it is always on. The current panel offers no general label editor or field-by-field visibility editor.
If an existing phone or email is rejected, check identity and the original profile before correcting it; do not replace another person’s contact. A missing field does not justify a duplicate profile. If it persists, tell support the business activity and field name, without clinical data.

Feature availability depends on your plan and permissions.