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Look up patients and patients' activities
Look up patients and patients' activities
Updated over 4 years ago

Purple Go App now gives you the ability to look up your clients list, edit their info, and see their activities at your business. From the home screen, tap on the "Client" icon.

Search for Client

You can search for a client by their first name, last name, email or phone number. The results will automatically be filtered in the list.

Add a Client

From the clients list you can add a new client by tapping on the (plus) icon and add their first name, last name, phone number and email.

Client Info and Activites

From the clients list, you can tap on a single client and the clients detail screen will appear. On the left panel, you'll notice the clients info like first name, last name, phone number, and email. On the right panel, you'll see the clients list of activities for their appointments, messages, and orders.

Editing Client Info

From the clients detail screen, you can edit the client info by tapping on the (note) icon. You can update any of their info.

Viewing Client Activities

For the list of activities with the (i), you can tap on each row and see the details. You'll be able to see the appointment details screen and order details screen.

Appointment Details

You'll be able to view the client's appointment details and update them accordingly.

Order Details

You'll be able to view the client's order details and update them accordingly.

Accessing Client Info and Activities from Other Screens

From appointments screen, you can tap on appointment details screen and tap on client's name or icon to access the details screen.

Appointments

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