Client indicators are visual cues or flags showing selected key information from client profile fields, quickly visible in booking and client list.
Client indicators are customisable visual flags that instantly surface essential client information, such as allergies, medications, instructions, or special statuses, without needing to open full profiles. Visible across your workflow, including the booking modal and client list, they enhance safety and compliance, support smarter scheduling decisions, improve team communication, and ensure everyone sees the same up-to-date details at a glance.
Examples:
Black listed
Missing medical aid details
Pro bono
Referral required
Vaccination due
Allergies
Prescription renewal due
Pregnant
Indicators clearly highlight key details, allowing your team to identify them instantly without opening a full profile.
1. On the booking modal
2. On the client list
Follow these steps:
1. Go to Clients
2. Click the three-dotted kebab in the top right corner
3. Click ‘Client indicators’
4. Click ‘+New indicator’ to create a new indicator or open an existing one to edit
5. Create a label, select a colour, icon and criteria for the indicator
6. Finally, set up your criteria
7. Remember to save
Follow the same steps as above
Or access the indicators from the client booking modal
Simply click on the indicator for the window to appear