Handle a request for access or deletion

Clients may ask you what data you keep about them, have it corrected or have it erased. Because you manage that data, you handle such a request yourself in Saloon. First check that the request really comes from the client.

Show what data you keep

1. In the menu, go to Customers and look the client up.
2. Open the client. The profile holds the details, appointments, sales, notes, allergies and files.
3. To hand over the basic details as a file, search Customers for the client's name, so that only that client is in the list. Choose Options › Export as Excel or Export as CSV.

The export holds the list as you see it, with name, email address, phone number, gender, date of birth, address, Customer since, the last appointment, whether the client wants marketing by email and whether the client is blocked. Notes, allergies and the appointment history are not in it; you see those in the profile.

Correct details or stop marketing

1. Open the client and click Actions › Edit customer data.
2. Correct what is wrong. If the client no longer wants marketing, untick the box under Settings › Marketing messages.
3. Click Save.

Delete a client

1. Open the client and click Actions › Delete customer.
2. Confirm. The client moves to Recently deleted in your client list.
3. After 30 days the details are erased for good. Until then you put the client back with Put back.

After those 30 days, the appointments stay without notes, for your calendar and reports, and the sales with their receipts are kept for seven years, as the law requires.

You need the permission Can create, edit and delete clients for this, and Can download clients for the export. You set them under Settings › Team members › Permission roles.

Frequently asked questions