Record allergies and sensitivity tests

For colour treatments, lash treatments and other work with products you want to know what a client reacts to. In the client profile you record allergies and sensitivity tests (patch tests). Your team sees them in the profile and in the calendar.

Record an allergy

1. Go to Customers, open the client and choose Allergies in the profile menu. Click Add. You can also choose Actions › Add allergy.
2. At the top, choose the kind: Allergy, Drug allergy or No known allergy.
3. Under Name, enter what the client is allergic to, such as an ingredient or product. This field is required.
4. Under Reaction, choose what happens, for example Itching, Rash or Swelling.
5. Under Severity, choose Mild, Moderate, Severe or Fatal. If you don't know, leave it empty. Click a choice again to clear it.
6. Add a Comment if needed (up to 1000 characters) and click Save.

To change or delete an allergy, click it in the list. In the window you change the details or click Delete.

Record a sensitivity test

1. Open the client, choose Sensitivity tests and click Add. Or choose Actions › Add sensitivity test.
2. Give the test a Title, for example the product or colour you test with. This field is required.
3. Tested shows today's date and Tested by usually shows your name. Change them if needed.
4. Under the date you see Expires on: six months after the test date.
5. Choose the Status: Incomplete, Passed or Failed. A new test starts as Incomplete.
6. Note anything worth knowing under Description (up to 200 characters) and click Save.

If you only know the result later, open the test again from the list and set the status to Passed or Failed. The list shows the tests under Valid and Expired.

When a test counts

• Only a test with the status Passed counts.
• It counts up to and including the day it expires, six months after the test date.
• A test does not belong to one service. One valid, passed test covers every service that asks for a test.

The warning in the calendar

Switch on Patch test required for a service in Catalog › Services › the service › Settings. If the client has no valid, passed test on the day of the appointment, your team sees Patch test needed with the client in the appointment, naming the services concerned. Click that line to record a test straight away. The appointment can go ahead: Saloon does not stop it. The client reads that a test is needed when booking online and in the confirmation.

Where you see it

• In the profile, under the client's name: every allergy with its severity and reaction, and the latest sensitivity test with its result and expiry date.
• In the calendar: when you hover over an appointment you see an icon for each allergy. When you open the appointment, the allergies and the latest test are shown with the client.

Everyone who may view client profiles sees allergies and tests. Adding and changing them takes Can create, edit and delete clients, set in Settings › Team members › Permission roles.

Frequently asked questions