thread Re: Client Flags in Appointments & Bookings

Client Flags

EKHVACLLC — Mon, 22 Sep 2025 14:11:49 GMT

Hello all, I'm in the HVAC industry & I need to find a way to either flag certain clients or require deposit for certain clients. We have a few clients that own various properties and because they are tenant occupied the owner is not present. Today I have a client that the tech was unable to reach to collect payment so I invoiced her and let her know she will be required to put a deposit to schedule her next appointment. Of course I have put this in her notes but I may not remember this the next time she books. How can I impose this rule or place a "flag" on her account so its in my face the next time I schedule her appointment? Looking for the best way to protect our business, Thanks

Re: Client Flags

alexandriak — Thu, 18 May 2023 17:56:07 GMT

I don't think there is a way to flag BUT my initial thought is to maybe create a key that you and your staff know that is clearly visible. Maybe just a * next to their name at the end? Something that the client may not notice, and if they ask you can just say it indicates they're a repeat customer (which you would know isn't the case but you get my idea)

Re: Client Flags

EKHVACLLC — Thu, 18 May 2023 18:01:34 GMT

I did initially think about putting something in the name field however I would need something bold and in my face or it may be overlooked. Because the contact fields doesn't serve the exact purposes I need it to, when we have tenant/client listing I already have too get crafty with what I put in the name field. I definitely do not want the client to see anything extra than what they should see. I appreciate the suggestion though 🙂