Require a patch test for a service
Ask for a patch test for services such as hair colour. Online the client reads that a test is needed; when one is missing, the calendar and emails say so.
For some treatments you first want to know whether the client reacts well to the product. With Patch test required you mark such a service. Saloon then keeps track of whether the client has a valid test and says so when one is missing. A booking is never stopped by it.
What happens when a test is required
- Online, the service shows Patch test needed. When reviewing the booking, the client reads that a test is needed beforehand, that the appointment goes ahead and, if your phone number is known, how to call the salon.
- If the client has no valid test on the day of the appointment, the confirmation, the reminder and the message about a moved appointment say so.
- In the calendar your team sees Patch test needed on the appointment, with the service and a note that no valid test is on record.
When a test is valid
A test counts when it has been recorded for the client with the status Passed. It is valid for six months from the test date. A test does not belong to one service: one valid test covers every service that asks for one. A test with the status Incomplete or Failed does not count.
Require a test for a service
- Go to Catalog › Services in the menu and open the service.
- In the window's menu, under Settings, choose the Settings item.
- Tick Patch test required.
- Click Save.
Record a test
Open the appointment in the calendar and choose Add patch test in the client's menu. You can also record the test in the client's profile. A new test starts as Incomplete: set the status to Passed. From then on the warning disappears from appointments on which the test is valid.
For the setting on the service you need the permission Can create or edit services in the catalog. You set it under Settings › Team members › Permission roles.
Frequently asked questions
Can a client without a test book online?
Yes. The test is a warning, not a block. The client reads when booking that a test is needed and that the appointment goes ahead.
Do I need to record a separate test per service?
No. One valid test covers every service with Patch test required.
How long is a test valid?
Six months from the test date.
Can the client fill in a consent form digitally?
Yes. Link a form to the service and your client fills it in beforehand. It stands apart from the test, and neither one holds up the appointment.