Clients and marketing

Client records

Each client has a profile with everything your team needs at the chair.

Notes

Write what matters on the client's profile: allergies, preferences, colour formula. Each note is dated, and the latest one shows on their appointments in the calendar.

Tags and search

Group clients with tags, such as VIP or Colour, and filter the list by tag. Search finds a client by name, phone or email.

History and habits

The profile lists past and upcoming visits and purchases. After a few visits it also shows when the client usually comes and which services they choose most.

Store credit

Give Store credit from the client's profile; they can use it to pay at checkout.

When a client asks you to delete their data

Open their full profile, then the More menu, and choose Erase personal data. Their past visits and payments stay in your records without their name.

Export the list

Owners can click Export CSV on the Clients page. It exports every client that matches the current search.