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Updating Client Information Through Online Client Information Cards (CIC's)

This guide explains how to efficiently update client information and add client history notes using Online Client Information Cards (Online CICs). These tools allow you to manage client data seamlessly from a smartphone, tablet, or computer.

Key Features

  • Access from Multiple Devices: Update client information anytime, anywhere.

  • Secure PIN Access: Maintain data security with PIN-protected screens.

  • Client History Tracking: Record and review client history, including services, products, and notes.

Getting Started

Logging In:

  1. Log into your Smart System Console.

  2. Click on the Client Information Tile.

  3. If managing multiple sites, select the appropriate site.

  4. Enter your Shortcuts PIN Number to access the client information screen.

Viewing Client Information:

  • See a daily list of clients, including:

    • Appointment times and durations

    • Scheduled services and assigned employees

    • Last visit dates

  • Use the Walk-in Manager to check visit status and wait times.

  • Search for clients using the search bar or add a new client.

  • Filter results to display only clients scheduled with you.

Updating Client Information

Two Options:

  1. Client Entry Mode:

    • Allows clients to enter their details directly on your device.

    • Clients click Done to save or Cancel to return to the PIN screen for security.

  2. Edit Client Mode:

    • Staff members update client details.

    • Changes are saved directly without displaying the PIN screen.

Managing Client History

Viewing History:

  • Access records of past services, product purchases, and completed forms.

  • View specific forms by clicking on them.

Adding Notes:

  1. Enter history notes in the designated text box.

  2. Click Save to apply changes.

  3. (Optional) Include history from other sites by selecting the checkbox.

Tips for Efficiency

  • Use filters to streamline viewing by focusing only on relevant clients.

  • Leverage the walk-in manager to monitor visit statuses in real time.

  • Ensure forms and notes are up-to-date for better client service.

With Online CICs, managing client information is faster and more secure. By following these steps, you can update client profiles, add history notes, and view client records with ease—ensuring a seamless client experience.