The 'client details' form is where all client information is stored. This is where you can choose to add more tabs or fields to store client data.

For example, you might want to add a text box to store client reference numbers or store clients contact preferences.

To edit this form, go to Settings > Forms > Client details


The Client details form has a number of tabs, which match the tabs that display on client pages. To add a new tab, click 'Add tab'.

For each tab, you can select a tab name... type...

...and introductory text to display at the top of the tab. You can also add filters to each tab, for more information about filters click here.


The 'general' tab has a number of fields, where you can input client data when creating/editing a client.

You can add as many fields as you need to each tab. To learn more about editing/adding to forms, click here.