Client type general information settings

This article describes all the general information settings available when you are creating or modifying a client type.

To learn about the advanced settings available when creating or modifying a client type, see Client type advanced settings.

SettingDescription
NameEnter the name of the client type.
Item DescriptionEnter the description of the client type. You can include information about who will be assigned the client type and the discounts it provides.
Icon SettingsSelect the design of the icon that will be displayed next to clients of this client type. This icon is displayed in the client list, attendance list, and certain reports.
  • SHAPE - Select the shape of the icon from the list. Your choices are: circle, hexagon, or star.

  • SHAPE COLOR - Select the color of the icon’s shape.

  • LETTER - Select the letter that will be displayed in the center of the icon. You can choose any letter from A-Z.

  • LETTER COLOR - Select the color of the letter that will be displayed in the center of the icon.
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