Skip to main content
All CollectionsManage Clients
How do I add a new field to a client profile?
How do I add a new field to a client profile?

Client Profile

Updated over 2 weeks ago

To add a new field to a client profile:

  • Navigate to the client’s profile

  • Click on the “+ New Field” option

  • Enter the relevant information you wish to include in the client profile, such as a PMB Authorization code

  • Fill out the Field Name and Field Value accordingly

Did this answer your question?