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Modify a client’s vaccination status

Updated over a week ago

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.

  2. On the Overview page, hover over the client’s vaccination status and click the Set Vaccination Status button Image

    The vaccination statuses are:

    • Unknown

    • Not vaccinated

    • Partially vaccinated

    • Fully vaccinated

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

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