Record an allergy
In this guide, you'll learn how to add allergy information to client profiles.
How client allergies work
- Allergy information is displayed prominently on a client's profile and appointment view.
- This ensures your team is always informed about potential sensitivities before performing services.
- You can record drug allergies, non-drug allergies, or mark that a client has no known allergies.
Add client allergies
- In the left panel of the appointment view, click on Actions and select Add allergy.
- In the Add allergy pop-up, select whether the allergy is a Non-drug allergy, Drug allergy, or if the client has No known allergies.
- Fill in the allergy details by entering the name, selecting the reaction type and severity, then adding a Note.
- Click on the Save button to add the allergy to the client's profile.
Allergies can also be added through Quick actions. Just open a client's profile from your Clients list, click Actions and choose Add allergy.