Depending on whether you are adding a customer or patient, there's different information you are required to enter.
Customers or employees
At a minimum, First Name must be filled in. If the customer does not want their info saved, you can check them in without saving their information.
Here's other information you can enter on a customer profile:
- First Name, Last Name, and Birth Date.
- Loyalty Rewards ID - If your business offers Loyalty Rewards cards, the card can be scanned to attach a customer at the Register.
- Driver's License/State ID Card - ID Number, Expiration Date, State, and Zip Code.
- Extended Information - Contact info, Gender, Referral Source, and Notes.
- File Attachments - Attach a photo, copy of driver's license or medical ID card, or any other documents. Supported file types are .jpg, .png, and .pdf.
You must enter the Patient's ID Number and Expiration date in the Medical ID section and their First Name, at a minimum.