The “Additional Info” tab is a newly integrated feature within our client management system, designed to allow staff members to input and manage supplementary information about clients. This gives you complete control over client data! Add your own fields, tailor it to your business, and capture exactly what you need because every client is different, and now your CRM is too.
🔍 Where to Find It
Navigate to a client's profile.
Click on the Contact Info section.
Select the Additional Info tab.
➕ Add Custom Details
From this tab, staff can:
Click “Add Extra Field” to create a custom label and enter a value.
Use this to store relevant notes like client preferences, communication history, or internal tags.
Edit or delete existing fields at any time.
🏋️ Use Case Example
Scenario 1: You want to personalize the client experience by tracking preferences and goals.
🔹 Custom Fields to Add:
Fitness Goal – e.g., “Lose 10 lbs”, “Train for a marathon”
Trainer Preference – e.g., “Prefers Coach Amy”
T-Shirt Size – e.g., “Medium” (for challenges or merchandise)
Injury Notes – e.g., “Knee injury – avoid lunges”
Scenario 2: A consulting agency uses Fit Pro Tracker to manage leads and clients.
🔹 Custom Fields to Add:
Project Type – e.g., “Website Redesign”, “Brand Strategy”
Contract Expiry Date – e.g., “12/31/2025”
Preferred Meeting Time – e.g., “Afternoons Only”
Key Benefits
Comprehensive Client Insights: Capture nuanced details such as preferences, special requirements, or personal notes that go beyond standard data fields.
Enhanced Personalization: Utilize the additional information to customize interactions and services, fostering stronger client relationships.
Improved Team Collaboration: Ensure that all team members have access to the same detailed client information, promoting consistency in service delivery.
Best Practices for Using the “Additional Info” Tab
Maintain Relevance: Focus on information that directly contributes to enhancing client experiences.
Ensure Accuracy: Regularly update the information to reflect any changes in client preferences or circumstances.
Respect Privacy: Handle all client information with confidentiality and in compliance with data protection regulations.
This feature helps teams stay aligned and deliver more informed, high-quality client interactions.