Client Types

To get to Client Types, type clienttype into the Convobar, or go to Meevo > Data > Client Types.

Client Type is an optional setting in a client profile used to categorize that client. You might create Bronze, Silver, and Gold Client Types as a way to identify how long clients have been doing business with you. You can create discounts for specific Client Types, and you can also use Client Types to filter appointments in Appointment Book and clients in the Clients search form.

If a client is assigned a Client Type, a badge appears beside the client name in various areas of Meevo. The badge color is defined in the Client Types form.

Client Type badges appear in the following Meevo locations:

  • Beside the client name in Appointment Editor
  • In an appointment in Appointment Book
  • Beside the client name in Client Quick Find results

Who can create Client Types?

Client Types are different from most other items in Meevo in that only Central Office can create, edit, inactivate, or delete a Client Type. Locations can view and assign Client Types.  Additionally, Central Office cannot exclude individual locations from accessing the item; when a Client Type is made available to locations, it becomes available to all locations of that Business Type.

Action

Central Office

Location

Add (create) Client Type

 

Edit Client Type

 

Inactivate Client Type

 

Delete Client Type

 

Assign a Client Type in client profile

 

How many Client Types can I assign to a client?

A client profile can be assigned one Client Type per Business Type. So from a location's point of view, a client can only have one Client Type. But from Central Office's point of view, a client can have multiple Client Types if there are several Business Types. A location can only see Client Types that are applicable to their Business Type, while Central Office can see all Client Types for all Business Types.

Adding a Client Type

  1. From the Client Types search form, select Add New.
  2. Show Visual Indicator: Clients assigned to this Client Type will have a badge displayed next to their name in various areas of Meevo.
  3. If you selected Show Visual Indicator, specify the badge color using the color picker.
  4. When finished, select Save.

Business Types in Central Office

Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office. 

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.

Assigning a Client Type to a client

A location can assign a Client Type to each client via their client profile. Central Office cannot assign Client Types.

Viewing clients by Client Type

  1. Type client into the Convobar, or go to Meevo > Data > Clients.
  2. In the search form, select Advanced Search.

  1. Select a Client Type and enter any other information to narrow your search.
  2. Select Search. Meevo displays a list of all clients who match the search criteria, including the defined Client Type.

Editing a Client Type

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.

  1. Locate the Client Type and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

Inactivating or reactivating a Client Type

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Client Type:

  • Client profiles already assigned to this Client Type remain unchanged.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

To activate or inactivate:

  1. Locate and select the Client Type.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.

  

  1. Select Save.

Deleting or undeleting a Client Type

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a Client Type:

  • Client profiles already assigned to this Client Type remain unchanged.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

To delete or undelete:

  1. Locate the Client Type and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.