Contact Profile Settings let you apply default preferences to an individual client, such as a default discount, a different sales tax rate, a shipping address, and whether to email their invoice and when to follow‑up after a purchase.
From the sidebar navigation, click 
Contacts, then Contact List.
Select the checkbox to the left of the contact, then select the edit button
to open the profile. Or from the Actions menu on the profile slideout, choose Edit Profile, then from the profile toolbar, select the settings button 
to open settings.
Profile Settings:
Sales Settings: If different than what is specified in Preferences, set the default number of days after a purchase to contact using Invoice Followup, Email Invoice, Sales Tax, Tax Shipping.
Discounts: If different than what is specified in Preferences, set a default discount to be used when purchasing during their birth month, or a default Discount and the Discount Type to be used when purchasing. If both are set, the larger discount will be used.
Invoice Ship To: Specify a secondary address and select whether it appears on the invoice instead of the address information saved on the Main tab of the profile.
Options: Set additional options such as Uses Basic Skin Care, Favored Customer, Potential Consultant, and whether to Exclude from Dashboard.
Sales Settings
- Invoice Followup: Unless overridden, a calendar entry is created for customer follow-up (in days) after a purchase, as specified in the Invoices tab in Preferences.
- Email Invoice: Select an option to email invoices if different than what is specified in the Invoices tab in Preferences (an email address needs to be stored in the Email 1 field on the profile).
- Sales Tax: Set a custom sales tax rate if different than what is specified in the Business Info tab in Preferences (or for Canada, Preferences: Tax tab).
- Tax Shipping: Select whether tax is calculated on shipping if different from what is specified in the Invoices tab in Preferences (or for Canada, Preferences: Tax tab).
Discounts
In the Discounts section, select % if a different discount will be applied when creating an invoice during their birth month. If also setting a Default discount, from the drop-down list choose a discount type, or select the edit button ... to add or edit an existing one. Click Save to save and close the settings. Then close the profile.
- Discount: Enter a discount percentage to apply to each invoice.
-
Discount Type: Choose the type of discount given to the customer. The default is Standard. Other default types include Personal Use / Own Use*, Indigenous Peoples*, Hostess Credit, Birthday/Anniversary, or Business Supplies. The default types cannot be deleted; however, additional types can be created.
Enter a discount percentage to be applied when invoicing (this amount can be overwritten on the invoice).
* Applicable to the Canadian version only.
Invoice Ship To
Select the checkbox to use an invoice shipping address as the default. Enter the shipping address in the textbox if it differs from the address stored on the Main tab of their profile.
Options
- Uses Basic Skin Care: This can be set if the customer regularly uses a basic skincare line. The Uses Basic Skin Care can be filtered from the Contact List.
- Favored Customer: Set this option if the contact is a favored customer. The Favored setting can be filtered from the Contact List.
- Potential Consultant: This can be set if the contact is a potential consultant. The Potential Consultant can be filtered from the Contact List.
- Exclude From Dashboard: Set this option to exclude this contact from the Dashboard's Top Customers listing (typically used for personal use and business supplies profiles).
