Can I add multiple allergies for a client?

Yes, you can add multiple allergies to a client’s profile. These will be listed under the contact details on the client’s profile.

Can I see the client’s allergies when scheduling appointments?

Yes, when creating an appointment and selecting a client in your calendar, their contact card will appear, displaying any allergy information. This information will remain visible on the appointment view for you and your team members.

Is it possible to show that my client has no allergies?

To note that a client has No known allergies, select the client from your Clients list, go to Overview, and click Add. Select Allergy, and choose the type as No known allergies. Add a Description if needed, and click Save.

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Add and manage client allergies

Add and manage client allergies

Record client allergies in their profiles as an enhanced safety measure, keeping team members informed when providing products and services. Learn how to add allergy information to client profiles.

Adding client allergies

Desktop
Mobile

Allergies will appear on the client’s card within their profile and appointments, to add these:

Open Clients, then Clients list and select a client.
In the client profile select Documents, then Allergies.
Click Add and fill out the pop-up window with the following details:
1. Allergy type:
  Choose from Drug allergy, Non-drug allergy or No known allergy.
2. Name:
  Specify the name of the allergy.
3. Reaction:
  Select the reaction caused by the allergy from the dropdown menu.
4. Severity:
  Choose the allergy's severity level from Fatal, Severe, Moderate and Mild. If the severity is unknown, you can leave this field empty.
5. Note:
  Include any relevant information that could be important for service provision.
Click Save.

The allergy will now show on the client’s profile and appointments.

Allergies will appear on the client’s card within their profile and appointments, to add these:

Open Clients then the Clients list, and select a client.
In the client profile under Documents, select Allergies.
Tap Add to update the information:
1. Allergy type:
  Choose from Drug allergy, Non-drug allergy or No known allergy.
2. Name:
  Specify the name of the allergy.
3. Reaction:
  Select the reaction caused by the allergy from the dropdown menu.
4. Severity:
  Choose the allergy's severity level from Fatal, Severe, Moderate and Mild. If the severity is unknown, you can leave this field empty.
5. Note:
  Include any relevant information that could be important for service provision.
Tap Save.

The allergy will now show on the client’s profile and appointments

Allergies can also be added through Quick actions. Just open a client's profile from your Clients list, click Actions and choose Add allergy.

Sending clients a form to fill out is a great way to easily collect allergy information from clients.

Managing client allergies

Update allergies

Desktop
Mobile

To update allergies:

Open Clients then the Clients list, and select a client.
Click on the allergy from the client's card.
Update the allergy details as needed.
Click Save.

To update allergies:

Open Clients then the Clients list, and select a client.
Tap on the allergy from the client's card.
Update the allergy details as needed.
Tap Save.

Delete allergies

Desktop
Mobile

To delete allergies:

Open your Clients list and select a client.
Click on the allergy from the client's card.
Select Delete and reconfirm.

To delete allergies:

Open your Clients list and select a client.
Tap on the allergy from the client's card.
Select Delete and reconfirm.

FAQs

- Can I add multiple allergies for a client?
- Can I see the client’s allergies when scheduling appointments?
- Is it possible to show that my client has no allergies?

Add and manage client allergies

Adding client allergies

Managing client allergies

Update allergies

Delete allergies

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