)(available in
)
On the Client page, you can set up default phone number types and a default area code. You can also modify family member relationships, client groups, and phone number types.
Client Tabs - Select the tabs you want displayed on the Client record.
Client Number Options - Select how you want Spectra to assign client numbers. Spectra can automatically assign numbers when creating new clients, when you book a session, when you create an invoice for a client, or when the client status is set to a specific status.
Client Duplicate Check Options - When adding new clients you can check for possible duplicate records. Select the duplicate checks you want Spectra to perform when new clients are added.
Studio Preferences - Client
Client Entry Options - By default, the last name appears first on the client form. You can select Enter the First Name First to reverse this order. By default, lead sources can be typed in if they do not appear in the drop-down list. To require users to only use lead sources that have previously been set up in Lead Source Maintenance, you can select the second checkbox.
Client Loyalty Program Start Date - If you don't want the loyalty program to include clients created prior to a certain start date, record it here.
Studio Preferences - Client (continued)
Enterprise Client
Sharing (available only in ) - If you would like your studios
to use the same client records, select this checkbox.
