{"id":17048,"date":"2024-04-23T09:31:01","date_gmt":"2024-04-23T09:31:01","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%b4%d8%b1%d8%ad-%d8%b6%d8%a8%d8%b7-%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d9%81%d9%8a-%d8%a8%d8%b1%d9%86%d8%a7%d9%85%d8%ac-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9\/"},"modified":"2026-01-14T08:59:51","modified_gmt":"2026-01-14T08:59:51","slug":"explanation-of-how-to-set-up-the-client-settings-in-daftras-client-management-app","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/explanation-of-how-to-set-up-the-client-settings-in-daftras-client-management-app\/","title":{"rendered":"Explanation of How to set up the Client Settings in the Client Management App"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1768378364212{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Client settings in the system help you manage client permissions, personal profile data, follow-up statuses, and other details. client settings are divided into:<\/p>\n<ul>\n<li dir=\"ltr\" style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client Settings<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Follow-up Statuses<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom Fields<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Related Forms<\/span><\/li>\n<li dir=\"ltr\" style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client Portal<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\">Most of these settings have been explained in separate topics which you can refer to, and here we provide an overview of the general settings for clients.<\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on controlling client permissions, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/controlling-the-client-permissions\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on the additional fields for clients, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-additional-fields\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on the related forms for clients, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-related-forms\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on the different statuses of clients, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/different-client-statuses-in-daftra\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Overview on the Client General Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1741157775426{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1768381173559{margin-left: 200px !important;}&#8221;]<\/p>\n<p dir=\"ltr\" style=\"text-align: left;\">Click on <strong>&#8220;Client Settings&#8221;<\/strong> under <strong>&#8220;Clients&#8221;<\/strong> in the main menu, then click on the <strong>&#8220;Clients Settings&#8221;<\/strong> tab.<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44665 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-11.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-11.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-11-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-11-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-11-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p dir=\"ltr\" style=\"text-align: left;\">The system settings for the client are divided into:<\/p>\n<h3 dir=\"ltr\"><b>Client Profile Configuration<\/b><\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Client profile configuration settings give you full control over the data displayed in Client profiles and allow you to define suitable fields based on the Client type and your business activity.<\/span><\/p>\n<p dir=\"ltr\"><b>Client Type<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Specify the types of Clients you deal with so the system automatically displays the appropriate fields when adding a new Client.<\/span><\/p>\n<ul dir=\"ltr\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Individual Only:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Used to add Clients who represent natural persons only. Includes personal data such as name, ID number, date of birth, address, and phone number.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Business Only:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Used to add companies, institutions, or commercial entities, with additional fields such as business name, commercial registration, and tax card.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Both Individual &amp; Business:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Allows adding either individual or business Clients when creating the profile. Tax and commercial registration fields appear only for business-type Clients.<\/span><\/li>\n<\/ul>\n<p dir=\"ltr\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44671 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-12.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-12.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-12-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-12-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-12-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/b><\/p>\n<p dir=\"ltr\"><b>Next Auto-Generated Client Number<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Enabling this option displays the number that the system will automatically assign to the next new Client profile, helping maintain organized and sequential Client records.<\/span><\/p>\n<p dir=\"ltr\"><b>Financial Data<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Enable financial fields in the Client profile to track balances and credit obligations.<\/span><\/p>\n<ul dir=\"ltr\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Opening Balance:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Add an initial balance to the Client\u2019s account when it is created for the first time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Credit Limit:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Set a maximum limit that prevents creating new invoices until outstanding amounts are paid.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Credit Period Limit:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Define the maximum allowed payment period for invoices. New invoices can be restricted once this period is exceeded.<\/span><\/li>\n<\/ul>\n<p dir=\"ltr\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44673 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-104833.png\" alt=\"\" width=\"1365\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-104833.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-104833-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-104833-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-104833-768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>Identity Details<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Select the identity and personal information you want to display in the Client profile.<\/span><\/p>\n<ul dir=\"ltr\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Image:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Upload a personal photo for the Client or a company logo, or automatically display the first letter of the Client\u2019s name if no image is uploaded.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>National ID:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Used to record the Client\u2019s national ID or the commercial registration number for companies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Birth Date :<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Display the Client\u2019s date of birth regardless of Client type.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Gender:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Specify the Client\u2019s gender (Male \/ Female).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Barcode:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Assign a unique barcode to each Client for use in various operations such as memberships, discounts, or transaction tracking.<\/span><\/li>\n<\/ul>\n<p dir=\"ltr\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44675 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105212.png\" alt=\"\" width=\"1365\" height=\"635\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105212.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105212-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105212-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105212-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/b><\/p>\n<p dir=\"ltr\"><b>Contact &amp; Addresses Details<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">These details help you manage communication channels and Client addresses efficiently.<\/span><\/p>\n<ul dir=\"ltr\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>URL:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Add links such as the Client\u2019s website or social media accounts.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Multiple Addresses:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Register more than one address for the Client as needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Map Location:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Add the Client\u2019s location on the map independently from text-based addresses.<\/span><\/li>\n<\/ul>\n<p dir=\"ltr\"><b>Custom Fields<\/b><\/p>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">You can add custom fields to record additional data that is not available by default, with the ability to display them in Client profiles, lists, and reports.<\/span><\/p>\n<h3 dir=\"ltr\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44677 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105459.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105459.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105459-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105459-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Screenshot-2026-01-14-105459-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/b><\/h3>\n<h3 dir=\"ltr\"><b>Messaging &amp; Sharing<\/b><\/h3>\n<p dir=\"ltr\"><span style=\"font-weight: 400;\">Share Client data and appointment reminders via messaging applications.<\/span><\/p>\n<ul dir=\"ltr\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Send Client Data via Messaging Apps:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Send transaction details such as invoices via WhatsApp or Telegram using custom messages and automatic variables.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Send Appointment Details via Messaging Apps:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Automatically send appointment reminders to Clients through supported messaging platforms.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44679 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-13.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-13.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-13-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-13-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Untitled-13-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on adding a picture or logo for the client, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-showing-the-client-logo-on-daftra-software\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on linking the client to Google Maps, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/linking-the-client-address-to-google-maps\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on managing and controlling the client&#8217;s opening balance, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/managing-clients-opening-balance-and-controlling-it\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details on managing the credit limit and credit period for the client, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/managing-credit-limit-and-credit-period-limit\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more about adding multiple addresses for a client and selecting one of them in the invoice, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-multiple-addresses-for-a-client-and-the-possibility-of-selecting-one-of-them-in-the-invoice\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2132,2131],"tags":[2781,2742],"class_list":["post-17048","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-client-settings","category-manage-clients","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Explanation of How to set up the Client Settings in the Client Management App - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/explanation-of-how-to-set-up-the-client-settings-in-daftras-client-management-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Explanation of How to set up the Client Settings in the Client Management App - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1768378364212{margin-left: 200px !important;}&#8221;] Client settings in the system help you manage client permissions, personal profile data, follow-up statuses, and other details. client settings are divided into: Client Settings Follow-up Statuses Custom Fields Related Forms Client Portal Most of these settings have been explained in separate 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