Tacklit now supports client preferred names. Clinicians can add or edit a preferred name in Care OS, clients can update it in the portal, and it's used wherever a greeting makes sense. Official documents keep the legal name.

Where Preferred Names Appear

• Lists and rows: a preferred-name badge appears above the legal name in the client list, Tasks, Reports, Letters, group members and the letter client picker.
• Client profile header: the legal name followed by the preferred name, for example Samantha Lee (Sam).
• Calendar: names show as Name (Preferred), keeping existing event styling.
• Telehealth: clinicians see the client's preferred name during sessions.

Adding and Editing

• The optional Preferred name field is on both Add Client forms and Edit Client, with a tooltip explaining how it's used.
• Clearing the field removes the badge and reverts to the client's legal first name.
• Clients can update their preferred name under Manage my profile in the client portal, which also welcomes them by it.

Emails, SMS and Templates

• Default built-in templates now greet with the recipient's preferred name, across appointment confirmations, reminders, forms, consent requests, billing emails and broadcasts.
• For child records, messages sent to a parent or guardian greet the parent by their own preferred name.
• Two new template tags: {{RECEIVER_NAME}} (the preferred name of whoever receives the message, recommended for greetings) and {{CLIENT_PREFERRED_NAME}} (the client's preferred name, even when the message goes to a parent).
• {{CLIENT_NAME}}, {{CLIENT_FIRST_NAME}} and {{CLIENT_FULL_NAME}} keep returning the client's legal name.

Good to Know

• Available to all practices. Nothing to switch on.
• Existing custom templates using {{CLIENT_NAME}} keep showing the legal first name. To greet by preferred name, update the greeting to {{RECEIVER_NAME}}.
• The Tasks page now shows each client's current name and photo, and each clinician's photo.