The client profile: overview, appointments and history
What you see on the pages of a client profile, from the overview and appointments to sales, messages and history, and which right each one needs.
In Customers, click a client to open their profile. On the left you see the name, the contact details and the buttons Actions and Book now. Next to it you pick a page in the menu. On a phone the pages are tabs at the top. The profile always opens on Overview.
The pages of the profile
- Overview: the team alert and the client's figures: Total sales, Appointments, Rating, and how many appointments were Cancelled and No-show.
- Appointments: all of the client's appointments, with service, duration, team member and location. Filter by status or choose All. Click an appointment to open it in the calendar.
- Sales: the client's sales. Click a sale for its items, totals and payments.
- Customer data: profile, extra information, address, emergency contacts and the message choices. Use Edit to change them.
- Items: what the client has bought, on the tabs Services, Gift cards, Products and Subscriptions.
- Reviews: the reviews the client has left.
- Communications: the messages Saloon has sent to the client, with date and status.
- History: who changed what about the client and when, including addresses, notes, allergies and files.
- Under Documents: Notes, Allergies, Sensitivity tests, Customer forms and Files.
Some pages have a number after them: how much is on that page.
Act straight from the profile
- Click Book now to pick a time in the calendar. The new appointment already has the client on it.
- Click Actions for Sell (check out with this client), a team alert, a note, an allergy or a sensitivity test.
- The same button also holds Edit customer data, Block customer and Delete customer.
Which right you need
Opening the profile takes Can view client profile. Some pages need an extra right. If your role does not have it, the page is not in the menu.
- Sales, Items and the Total sales tile: Can view all sales transactions or Can view own sales transactions.
- Notes: Can view notes about the client.
- Files: Can view a client's documents and files.
- Communications: Can view messages sent to clients at all locations.
- Book now: Can create appointments. Sell: Can checkout purchases.
- You set this in Settings › Team members › Permission roles.
Frequently asked questions
Why don't I see the Sales page?
Your role has no right to view sales. Ask the owner to add Can view all sales transactions or Can view own sales transactions to your role.
What is on Customer forms?
The client's forms: what is still open and what is filled in, with the answers and signatures. This is also where you add a form or send it again.
Can I change a client's subscription?
Yes, on Items › Subscriptions you can change the end date or cancel the subscription, if your role has Can void a sale.