Creating Client Titles

Written by Sam
... on a marvellous March day.

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To help accomodate all preferred titles, you can now create and manage Client Titles in Nookal that can be applied in the Client Profile.

Creating a Client Title

1. Go to Setup.

2. Click Titles under Practice.

3. Select the Client Titles tab.

4. Click the + icon on the top-right of the page.

5. Type the Title into the Client Title field.

6. Leave the Status as Active, or click on the Status drop-down field to change to Inactive.

7. Click the Save icon.

8. The newly created Client Title will appear in your list of Client Titles and is now available to use in the Client Profile section.

Editing a Client Title

1. Click on the Client Title you wish to update.

2. Update the Client Title or Status.

3. Click the Save icon.

The Client Title will be updated with the new changes.

You can now select the newly created Client Title when Adding Clients or when updating the Client Profile.