Finding, editing and merging clients

#Find a client

On the Clients page, type part of a name, mobile or email in the search box. Results update as you type. To show more clients per page, choose 25, 50 or 100 per page at the bottom.

#Change a client's details

Open the client, then either:

• change their name, mobile or email under Contact and press Save, or
• press Edit client to change notes and text reminders too.

You can fix contact details from a booking as well. Press the booking in the diary and change them under Client.

#Patch tests and colour formulas

Each client record has a Colour section.

• Patch tests: add the Date, the Result (Clear or Reaction) and, if you like, the Product.
• Formulas: add the Formula, the Date used and the Stylist.

When you book a service marked "Needs a patch test", miBooks warns you if the client has no test, had a reaction, has a test over 6 months old, or has a test less than 48 hours before the appointment.

#Duplicates and merging

Clients sometimes get added twice, for example once by phone and once in person.

1. 1

   On the Clients page, press Find duplicates. miBooks lists clients who share a mobile number or a name.

2. 2

   If two records really are the same person, an admin presses Keep this one on the record to keep. The others are merged into it: their bookings move across, missing contact details are filled in, and notes are combined.

3. 3

   If they're different people, for example family sharing a phone, press Not duplicates. They won't be listed again.

To merge one client into another from their record, an admin presses Merge… and searches for the other record.

#Delete a client or answer a data request

These are for admins, on the client's record:

• Export their data downloads everything miBooks holds about that client, for a data request.
• Delete:
  • A client with no bookings is removed completely.
  • A client with bookings has their name, contact details and notes wiped, and any upcoming bookings cancelled. Past bookings stay in the diary as "Deleted client", so your takings still add up.