Client Detail

The client dialog is a full-screen editor for a single client, with a Details tab for their information and a Journal tab for their history.

The Details Tab

All of the client's fields are shown here and can be edited directly. Which fields exist depends on your organisation's client field definitions; common examples are name, email, and phone number.

The save button stays disabled until you have actually changed something, every required field is filled in, and there are no validation errors. Closing the dialog discards your edits — if there are unsaved, valid changes, you are asked to confirm first. Without the client-write permission the dialog is read-only and the save button is not shown.

Profile Image

If the client has a profile image on file, it appears at the top of the Details tab with a delete button beside it. Deleting is the only image action available here — you cannot upload or replace a photo from this dialog.

The Journal Tab

For an existing client the dialog has a second tab, Journal, listing everything recorded for that client — appointments, journal notes, orders, payments, wallet movements, vouchers, and feedback. Use the search field (Find entry) to filter the list. Each row shows the event-type icon, date, description, and amount; expand a row with the chevron to view and edit its tags and timestamped internal notes (read-only without the client-write permission).

The Journal tab does not appear while you are creating a new client.

Deleting a Client

At the bottom of the Details tab, the Remove item on save checkbox marks the client for deletion. Tick it and save, and the client is removed from the client list.