How to add a client

#The Clients page

Press Clients in the menu.

• Search 1 by name, mobile or email.
• Add client 2 adds someone new.
• Find duplicates 3 finds clients entered twice. See Duplicates and merging.
• Press a column heading such as Last visit 4 to sort by it. Press it again to reverse the order.

#Add a client

1. 1

   Press Add client.

2. 2

   Type their First name 1. Everything else is optional, but the more you add, the more useful the record is.

3. 3

   Add their Mobile 2 and Email. UK mobiles are tidied up automatically, so 07700 900456 and +44 7700 900456 are the same number.

4. 4

   Use Notes 3 for anything to remember: allergies, preferences, a usual formula.

5. 5

   Leave Send appointment reminders by text 4 ticked unless they've asked not to get texts.

6. 6

   Press Add client 5. Their record opens straight away.

#The client record

Press any client to open their record.

1. 1

   Contact 1: name, mobile and email. Change any of them right here and press Save. Use the icons beside the mobile to call or text.

2. 2

   Upcoming and History 2: every booking, newest first. Press one to jump to that day in the diary.

3. 3

   Edit client 3: change their details, notes or text reminder choice.

The record also shows:

• how many bookings they've had and how much they've spent;
• whether text reminders are On or Off (opted out);
• their no-shows, if any;
• their Colour record: patch tests and colour formulas. See Colour records.

#Appointment notes and client notes

There are two kinds of note:

Client notes show on the client record. Booking notes show when you press the booking in the diary.