In your settings, you can customize your account by showing or hiding visible items and adding new items that fit your business needs.
Steps to Access and Modify List Item Visibility:
Click the gear icon to access your settings.
Scroll to the right at the top until you see "List Items Visibility".
Click "List Items Visibility" to open five sections where you can adjust the visibility of list items and create custom list items tailored to your business.
Show/Hide a List Item:
To show a list item, check the box next to it.
To hide a list item, uncheck the box.
You can set default list items in the "List Items Visibility" page (Settings > List Items Visibility) to save you time when creating new Meetings, Jobs, Customers, and To-Do's
Sections You Can Modify:
Off-Seasons:
Off-seasons are used in recurring series. You can choose to show or hide off-seasons when creating recurring visits.
Customer Source:
This option allows you to track where each customer or lead originated from. Show or hide this field to suit your tracking needs.
Customer Type:
Adding custom customer types helps you better organize customers based on the services your business provides. Show, hide, or add customer types as needed.
Meeting Categories:
Create, show, or hide meeting types based on the needs of your business. Customize these categories to suit your workflow.
To-Do Categories:
Add, hide, show, or create internal to-dos to help manage tasks and keep your business organized. These can also be easily viewed on your schedule.
By adjusting these settings, you can personalize your account to better align with your business operations and workflow.