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Area 2

Clients

Client records, notes, patch tests, consultation forms and bringing your existing list across.

8 guides · Everyone, some owner only

Guides in this area

  1. Find a client and read their recordEvery client has one record: visits, spend, notes, patch tests and points.Everyone
  2. Add a client by hand or invite themAdd a client who phones or walks in, or invite one by email so they can sign in to your booking page straight away.Owners only
  3. Import your client listBring your existing clients across from a spreadsheet in one go.Owners only
  4. Notes, allergies and warningsNotes travel with the client.Everyone
  5. Record a patch testServices that need a patch test cannot be confirmed until a pass is on the client's record.Everyone
  6. Consultation formsFill in a consultation with the client on a phone or tablet, with consent recorded and a typed signature, and keep it on their record.Everyone
  7. Block, deactivate or delete a clientStop a client booking without losing their history, or remove them completely when you need to.Owners only
  8. Reviews from clientsAfter a visit, a client can be asked for a review.Managers and above