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How client allergies work
Allergies let you record important health-related information on a client’s profile to help your team deliver safe and personalised service. These details are visible to your team during future appointments so they can take the right precautions every time.
To track potential reactions in advance, record the [results of a patch test](To track potential reactions in advance, record the results of a patch test on the client’s profile.) on the client’s profile.
Add client allergies
- Open an appointment from your Calendar.
- You can also also a client profile from your client list.
- In the left panel of the appointment view, click on Actions and select Add allergy.
- In the Add allergy pop-up, select whether the allergy is a Non-drug allergy, Drug allergy, or if the client has No known allergies.
- Fill in the allergy details by entering the name, selecting the reaction type and severity, then adding a Note.
- Click on the Save button to add the allergy to the client's profile.
Once added, the allergy will appear in the client's profile under Allergies and be visible in their contact card. To update or remove an allergy, select it from the client's profile.
Allergies can also be added through Quick actions. Just open a client's profile from your Clients list, click Actions and choose Add allergy.
FAQs
Yes, you can add multiple allergies to a client’s profile. These will be listed under the contact details on the client’s profile.
Yes, when creating an appointment and selecting a client, their contact card will show any recorded allergy information. This information will remain visible on the appointment view for you and your team members.
Sending clients a form is an easy and efficient way to collect allergy information. Once you receive their responses, you can manually add the allergy details to the client’s profile.