Add a client and keep notes

Every client has a profile in Saloon with contact details, appointments, sales and notes. That way each team member knows what was done and agreed last time, even if a colleague looked after the client then.

Add a client

1. In the menu, go to Customers and click Add. On a phone you find Customers under Menu.
2. Under Profile, enter the First name. That is the only required field. Add whatever else you know: Last name, Email address, Phone number, Date of birth and Gender. You can add a profile picture here too.
3. Under Extra information, choose a Customer source if you like: how the client found your business.
4. Choose a Preferred language if the client wants automatic messages in another language. If you leave it on The salon's language, the client gets your salon's client language.
5. Fill in Profession, Country, Extra email address, Extra phone number and Notes if you want to.
6. Under Address, add an address with Add an address, and under Emergency contacts a contact with Add contact person.
7. Under Settings, check the boxes Email notifications (messages about appointments) and Customer accepts marketing messages by email. For a new client both are ticked. Click Save.

Change a client's details

1. Go to Customers and click the client to open their profile.
2. Click Actions and choose Edit customer data. You can also go to Customer data in the profile and click Edit.
3. Change the details and click Save.

If a phone number, email address or date of birth is missing, the profile shows Add phone number, Add email address or Add date of birth on a large screen. Click it to fill it in straight away.

Keep notes

Notes have a date and an author, and sit on two tabs: Notes about the client for what always applies, and Appointment notes for what belongs to a visit. A note you write with an appointment in the calendar goes under Appointment notes.

1. Open the client and choose Notes in the profile menu. On a phone the pages are tabs at the top.
2. Pick the tab Notes about the client or Appointment notes and click Add.
3. Choose a date other than Today if needed and write your note, up to 2000 characters.
4. To keep a photo or document with the note, click Upload.
5. Click Save. With Actions › Add note you can also add a note without going to the page first.

To change or delete a note, use the arrow next to it: Edit or Delete.

Who may do what

• Adding or changing a client: Can create, edit and delete clients.
• Reading notes: Can view notes about the client. Writing notes and changing your own: Can add notes to client files.
• Changing a colleague's notes: Can edit notes from other team members in client files.
• Adding attachments: Can add, rename and delete a client's documents and files.
• You set this in Settings › Team members › Permission roles.

Frequently asked questions