While some actions for updating the most commonly changed data for a contact can be done in the summary modal actions button, every bit of data sheepCRM has related to the contact record can be viewed, added and updated in the contact record's detailed sidepanel view. Find the contact you wish to edit, bring up the summary modal and click on the view contact button to open up the sidepanel.

The health tab shows all personal medical, dietary and emergency information related to the contact. This data can be added in sheepCRM or added by the contact themselves (or their guardian) through sheepApp.

The health tab is broken down into the following sections, with the ability to edit or add if no data is currently provided:

Set 2 emergency 'contacts' for the current contact record. Please note that these are plain text fields and any combination of name, address or numbers can be set here - for example: Dr John Smith, +44 (0)1234 567890

Set the registered General Practitioners for the contact. This includes the GP Name, address and phone number for emergency calls.

Set any known medical conditions or history as well as any medication or treatment that is ongoing. You can also state whether the contact has an Inhaler or EpiPen. There are also additional fields for vaccinations and boosters.

Set any dietary requirements or allergies for the contact record. This data will be available to your staff when viewing contacts who have made reservations or event bookings.

Set any consent the contact has provided to you regarding in case of an emergency, including whether they have granted consent for first aid to be applied, taking them to the hospital or administering painkillers.