Clients
Client profiles, notes, allergies and your client list: add, import, search, merge and export.
Client profiles
-
Add a client and keep notes
Add a client, change their details and keep notes, so everyone on your team knows what was agreed with the client.
Read more -
Record allergies and sensitivity tests
Record allergies with their severity and sensitivity (patch) tests with their result, and see in the calendar when a client needs a test.
Read more -
Keep files with a client
Keep photos, scans and documents with a client on the Files page, and preview, rename, download or delete them.
Read more -
Making and sending client forms
Make an intake, consent or aftercare form, link it to your services and have your client fill it in and sign it beforehand.
Read more -
Add a team alert
Put a short alert on a client that your team sees in the profile, in the client list and with every appointment in the calendar.
Read more -
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.
Read more -
Block a client
Block a client you no longer want to book online, read what a block does and does not stop, and lift it again later.
Read more -
Delete and restore a client
Delete a client, put a client back within 30 days from Recently deleted, and read what is erased for good after that.
Read more -
Manage message and marketing consent
The difference between appointment messages and marketing messages, what Saloon actually sends as marketing, and how to change a client's consent.
Read more
Client list
-
Import clients from Excel or CSV
Bring your client list from your previous program or your own list into Saloon: upload the file, check the columns, review the result and import.
Read more -
Export your client list
Download your client list, or only the clients you searched for or filtered, as an Excel or CSV file.
Read more -
Search, filter and sort clients
Find a client with the search bar and make selections with filters, such as birthdays this month, new clients or clients you haven't seen for a while.
Read more -
Merge duplicate clients
Merge two client cards of the same person into one. Saloon suggests it when two clients share an email address or phone number.
Read more -
Manage client channels
Keep track of how clients found your salon, for example through Instagram or as a walk-in, and create channels of your own.
Read more -
Clients with a Saloon.nl account
What the Saloon.nl account and Online guest markers on a client mean, and how Saloon links an account to your client card.
Read more