Manage client channels

Client channels record how a client found your business. You choose the channel for a client as their Customer source, and you filter on it in the client list. That way you see, for example, how many clients come through Instagram.

The fixed channels

Every salon starts with Walk-in, Instagram, Google, Facebook and Geïmporteerd. These have a lock: you can't change or delete them. Geïmporteerd is given to every client you add with the import.

Add a channel of your own

1. In the menu, go to Settings › Company configuration › Customer channels.
2. Click Add.
3. Under Channel name, enter a name, for example a local promotion or a partnership.
4. Leave Active on if you want to use the channel straight away.
5. Click Save.

Change, switch off or delete a channel

1. Click Actions next to the channel.
2. Choose Edit to change the name or switch off Active, and click Save. A channel that is not active can no longer be chosen for a client. Clients who already have it keep it.
3. Choose Permanently delete and confirm to remove the channel. That only works when no client has the channel.

Choose the channel for a client

1. Go to Customers and add a client, or open a client and choose Actions › Edit customer data.
2. Under Extra information, choose the Customer source. If the channel isn't there, click Edit sources.
3. Click Save.

Managing client channels takes Can manage client channels. You set it in Settings › Team members › Permission roles. Choosing the channel for a client takes Can create, edit and delete clients.

Frequently asked questions