Handle client data with care

As a salon you are responsible for your clients' data. Saloon processes it on your behalf; that is why, when signing up, you agree to the Data processing agreement on behalf of your salon. In Saloon you decide which data you keep, who may see it and what you use it for.

What data you keep in Saloon

• The client profile: name, email address, phone number, date of birth, gender, address and emergency contacts.
• Notes, allergies, patch tests and files.
• The client's appointments and sales, and the messages Saloon sent on your behalf.
• Whether the client wants to receive marketing messages by email.

Only keep what you need for your work. The less you keep, the less can go wrong.

Who in your team may see what

What a team member sees of a client depends on their role. You set this under Settings › Team members › Permission roles. The main permissions for client data:

• Can view client profile: without it, a team member cannot open Customers.
• Can view client contact details: without it, a team member sees no email address, phone number, address or emergency contacts.
• Can view notes about the client and Can view a client's documents and files.
• Can download clients: whoever has it can export the client list as Excel or CSV.

Of the default roles, Basic has no access to clients. Only High and the owner may import and download clients.

Record whether a client wants marketing

1. Open the client under Customers and click Actions › Edit customer data.
2. Go to Settings.
3. Under Marketing messages, tick or untick Customer accepts marketing messages by email. For a new client the box is ticked by default: untick it if the client did not give their consent.
4. Click Save.

Messages about appointments, such as a confirmation or a reminder, are part of your service. You set them per client under Appointment notifications.

What Saloon keeps track of for you

• The Action log shows who changed what about a client and who downloaded the client list.
• A client you delete stays under Recently deleted for 30 days and is erased after that.
• At the bottom of My account you find the links to Privacy, Terms for salons and the Data processing agreement.

Frequently asked questions