Modify a client’s vaccination status

You can manually set a client’s vaccination status to indicate whether they’re fully vaccinated, partially vaccinated, unvaccinated, or choosing not to disclose their vaccination status from the Overview page on their client profile.

When you set a client’s vaccination status, it will be indicated by an icon next to their name in the attendance list for a service, the All Clients Report, in the list of clients displayed when you enter a client’s information in the search box in the Top Nav Bar, and on the client’s profile. You can also view a client’s vaccination status on the Client Details Report.

You can only set a client’s vaccination status if you set the Show client vaccination status option to ON in your business policies.

Modify a client’s vaccination status

To modify a client’s vaccination status:

  1. On the Top Nav Bar, click the Search button Image and enter the client’s information, then click the client’s name.
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  2. On the Overview page, hover over the client’s vaccination status and click the Set Vaccination Status button Image
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    The vaccination statuses are:

    • Unknown

    • Not vaccinated

    • Partially vaccinated

    • Fully vaccinated
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  3. Select the appropriate vaccination status and click the OK button Image

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