Client records
Salon client management software, one record per client
Every client gets one record that the whole team works from. Contact details, occasions, visits, spend, notes, forms and balances sit together, so the front desk and the stylist each see what they need before a visit starts.
Profile, history and spend at a glanceOpen a client to see their birthday, anniversary and client source, appointments by status, amount spent and pending, and tabs for activity, memberships, packages, gift cards, loyalty and products.
Notes for formulas, allergies and patch testsAdd dated notes to the record, such as a colour formula, an allergy alert or a patch-test date; each note shows who wrote it and whether it was edited.
Smart Tags find the right clientsFilter the Clients list by Smart Tags such as 60 days no appointment, One-Time Client, Regular Clients 3+ visits or Active Membership, then message the selection through Message Center.
Client details for the right people onlyRole groups decide what each person sees, from name only to full history; phone numbers stay masked without contact access, and notes, imports and blocking have their own permissions.
Import from ExcelBring your list across with the Import clients template: up to 500 rows per file, a preview before anything is saved, and existing phone numbers skipped automatically.
- Clients
- Smart Tags
- Import clients
- Role Groups
