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Clients & loyalty

Know every client. Reward every return visit.

da Salon Partner is salon client management software that keeps each client's profile, notes, forms and visit history in one record. Add a points loyalty programme with tiers and referrals, and keep client conversations close at hand.

  • Salons, spas and clinics

  • Front desk and managers

  • Multi-venue owners

Sample Clients list in da Salon Partner with search, Smart tags and Status filters, appointment counts and an Active status for each client.

ways to earn points: sales, reviews, online bookings, visits

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loyalty tier levels, from Bronze to Diamond

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client report views, from Overview to Loyalty

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client access levels, from name only to full history

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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
Read the guide in the help centre

Forms & recall

Digital consultation forms and service-due reminders

Collect what you need before the client sits down. Consultation and intake forms go out ahead of the appointment, answers stay on the client record, and service-due reminders invite clients back when a service is due again.

  • Intake forms linked to servicesBuild an intake form once, link it to the services that need it, and send it automatically before the appointment, either at every booking or only the first time.

  • Standalone forms by share linkSend a general form, such as a feedback survey or a consent form, to any client through a share link and see whether it is pending, completed or expired.

  • Build with the fields you needUse short and long answers, multiple choice, drop-downs, yes-or-no questions, a client details section and a consent checkbox, and require a client signature when you need one.

  • Answers saved to the clientCompleted intake forms appear on the client's Intake Forms tab, so the stylist or therapist can read them before the service starts.

  • Service due remindersSet how many days after a service each sub-category falls due again, override the default where your clients return sooner or later, and switch reminders on or off.

  • Forms
  • Intake Forms
  • Service due reminder
Read the guide in the help centre

Loyalty

Salon loyalty programme software with points, tiers and referrals

Loyalty in da Salon Partner is a points programme for repeat visits, kept separate from memberships, packages and gift cards. Clients earn on sales and other actions, climb tiers and redeem points at checkout.

  • Points on every saleSet how many points a purchase earns and what each point is worth, choose which sale types count, and add a minimum spend and point expiry if you want them.

  • Bonus points beyond spendReward reviews, online bookings and visit milestones, such as a bonus after every set number of completed appointments, with caps so no rule runs away.

  • Tiers with real rewardsBuild a ladder of up to five tiers, from Bronze to Diamond, qualified by points earned or amount spent, with rewards such as a free service, a free product or bonus points.

  • Refer-a-friendGive the referrer and the new client their own bonus points, cap referrals per client, set a link expiry, and award points only after the friend's first completed sale.

  • Redeem at checkout, across venuesClients spend points at the POS or when booking online, up to the maximum discount you set, at every venue enrolled in the programme.

  • Loyalty Program
  • Tiers & rewards
  • Referrals
Read the guide in the help centre

Inbox

Salon CRM inbox for WhatsApp, Instagram and Messenger

Where Inbox is enabled on your account, messages from WhatsApp Business, Instagram Direct and Facebook Messenger arrive in one queue beside the client record. Audiences, broadcasts and response analytics sit in the same place.

  • Every channel, one queueConnect a WhatsApp Business number, Instagram Direct and Facebook Messenger, then filter conversations by channel or by Mine, Unassigned and Unread.

  • Answer with the client in viewLink the chat to a client to see recent visits, assign it to a team member, add labels and internal notes, or snooze it until later.

  • Turn a chat into a bookingShare available slots with your booking link, schedule a message for later, or start a WhatsApp conversation with an approved template.

  • Audiences and broadcastsSave audiences from labels or picked clients, preview who is reachable, and broadcast now or on a schedule; Instagram and Messenger reach only clients who already have a conversation with you.

  • Analytics for response timesTrack messages, new threads, median first reply, SLA compliance, peak hours and staff response activity against the first-response targets you set.

  • Inbox
  • Broadcasts
  • Audiences
  • Analytics

Names, numbers and amounts in these previews are sample data.

How it fits your day

From the first form to the next visit.

Know every client, reward the regulars and sell the offers that bring them back, from one shared client record.

  1. Before the visit

    Intake forms go out automatically for the services that need them, and the answers land on the client record.

  2. At the chair

    The stylist or therapist opens the profile to check notes, formulas and allergy alerts before starting.

  3. At checkout

    Points are earned on the sale, and clients can redeem points or an unlocked tier reward against the bill.

  4. After the visit

    Service due reminders and Smart Tags show who to invite back; where Inbox is enabled, their replies arrive in one place.

Questions & answers

Clients & loyalty, answered.

Salon client management software with profiles, notes, consultation forms and visit history, plus a points loyalty programme with tiers and referrals.

Can’t find what you’re looking for?
Talk to our team

Get started with Partner

Know your clients better from the first visit.

Bring your client list into da Salon Partner, set up forms and a loyalty programme, and see every visit, note and reward in one record. Talk to our team for a quote.

  1. Register on da Salon Partner.
  2. Add your venue, services, staff, and hours.
  3. Start organising your appointments and daily operations.