You can add custom fields to a client profile to store additional information specific to your needs.
To add a new field:
Go to Clients
Select the client’s name
Click + New Field
Enter field details
Add a Field Name (e.g., PMB Authorization Code)
Enter the Field Value
Save the field
Click Save Details to apply your changes
How it works
Custom fields allow you to store additional client information
You can choose whether the field is for internal use or displayed on invoices/receipts
Watch a video walkthrough
Watch the video below for a step-by-step guide on how to add a new field:
Tip
Use custom fields to track information that is not included in the default client profile fields.
If you need help managing your clients, please contact our support team at support@trova.health.