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.

Assigning a Client Type to a client

A location can assign a Client Type to each client via their client profile.

Viewing clients by Client Type

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

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

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:

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

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:

Locate the Client Type and select it.
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.