If you want to maintain customer data that should be noted for every customer appointment, you can create appointment fields. This allows you to document a customer's treatment history.

Appointment fields in the customer file

Once you have set up your appointment fields correctly, a separate date tab will appear in the desired card tab of the customer file for each appointment the customer had with you:

This way you can enter separate data for each appointment and can check at any time in the past appointment fields what data you entered back then.

Creating appointment fields

Step 1: Create a separate card tab for appointment fields

To use appointment fields, it is important that you first create a separate card tab. This tab may contain only appointment fields.

1. Click on "+ Card tab" under Settings > Advanced Customer File > Card tabs.
2. Create a new tab in which appointment fields will be exclusively organized in the future.
3. Save your entry.

Step 2: Create appointment fields

You can then create appointment fields, which you can directly organize into the new card tab.

1. Click on "+ Appointment field" under Settings > Advanced Customer File > Appointment fields.
2. Create a new appointment field and select an appropriate field type.
3. Select the card tab that is specifically intended for appointment fields when creating the field.
4. Save your entry.

You can add any number of appointment fields to the card tab.

Using appointment fields

Now you can enter the most important treatment data for each appointment. For certain field types (for example "Text"), it makes sense to display these directly in the appointment dialog, so that the customer file does not have to be opened first. To do this, you can activate the "Show in appointment detail" option under Visibility > In calendar after clicking on the desired appointment field.