To Update a Client record
Click Clients from the main menu bar, then look up and select the client entry.
Click on Edit, then change or fill in additional information.
Click on Save when you are ready.
Remove a Client
Click Clients from the main menu bar, then look up and select the client entry.
Here, you can either:
Click the 3-dots, select the Archive option, or
Alternative, click on Edit, and then change the status to either Inactive, Blocked, or Archived.
Business label
Whether you prefer to call customers as clients, members or patients, Zavy 360 gives you the flexibility to change the labels yourself. You can also change the labels for staff, cases, and locations, so everything on your platform is uniquely you! To learn more about labels and how to change them, please refer to this article.