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Business label: clients/patients/customers?
Business label: clients/patients/customers?

Do you call your customers: clients, members or patients?

Gerald Chow avatar
Written by Gerald Chow
Updated over 3 years ago

Whether you prefer to call customers as clients, members or patients, Zavy 360 gives you the flexibility to change the labels yourself.

That's right. You can also change the labels for staff, cases and locations, too, so everything on your platform is uniquely you! πŸ₯°

And guess what? This customisation is unique to each location. This is relevant if you run two different businesses, for example: personal trainer (members) and massage therapist (clients).

How to change my business label?

  1. Click on Settings βš™οΈ on the main menu bar

  2. Under Business, click on Settings, Edit

  3. Scroll down the page and look for Personalisation.

  4. Go through each label to select your preferences.

  5. Click Save at the top to complete.

Labels available to choose from

At time of writing these are the labels available to choose from.

  • Clients, patient, customer, member

  • Staff, employee

  • Practitioner, therapist, technician, doctor, clinician, supervisor, manager

  • Calendar, resource, appointment, booking

  • Recall, scheduled reminder

  • Appointment, event

  • Cases, treatment plan, folder

If a label is missing, please contact our team if you. We love to hear from you.

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