Categorizing Your Customers

Configuring Customer Types allows you to categorize the Customer profiles in your account. With these groups, you can filter existing profiles or allow Customers to choose from a defined list of values based on your business need.

To help you get started, the system offers one default option: Regular. Administrators can edit the name of the default type or add new type options. The following information is applicable to users with the Headquarters Administrator access type. To manage your list of types:

• Log in to your AppointmentPlus NextGen account.
• Click Customers.
• Click Types.

To create a new type, click Create New. On the new page, enter the name and click Create. After it is created, you'll return to view all the available types in your account. You can also adjust the display sort order for each type by entering a numeric value in the item's Sort field. Tab or click out of that field to save the change. The list will automatically update to display the items based on the new sort values.

If you wish to change the name of an existing type, click on the type's name. On the next page, enter in a new type name and then click Save.

To remove any of the items from the list, select the item(s) and click Delete.

Assigning Types to Your Customers

When all of your types have been added or updated, you can now assign them to any of your Customer profiles.  You will need to go into each profile to assign their type. The use of these filter types is optional and does not change how the application will allow you to manage your Customers.

From the Customers section, click List. Search for an existing profile and click on the name of the desired profile to view the information. On this form, scroll to find the Type drop-down field (this field may be renamed in your account). Click into this field and select from the types in the list. Click Save Changes. Repeat this process for every profile you wish to categorize.

Using Customer Types

As you are working on your account's setup, you may find that you need to ask your Customer a question or prompt them to select from a list of options (Types) when registering or updating their profile. The Types list is used to create the list of values for the Customer Type ID field available within the Preferences section.

To configure this field to be populated by either your Customers or other Staff Members:

• Click Preferences.
• Click Input Field Settings.
• On the Customers page, scroll to locate the customerTypeId entry.
• Review the Sort, Display Name, and the view options for Registration, Customers, and Appointments. Make any necessary changes.
• Click Update.

Once this field is visible to either your Customers or Staff Members, the drop-down field will display the list of values created for your Customer Types.

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Article published June 15, 2021

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