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Managing Details in the Client Card

This guide outlines the different ways you can access and update client information in your system, as well as the key details you can manage for each client. By following these steps, you can ensure that all client profiles are up to date and complete.

Accessing a Client Card

  1. Navigate to the Main menu on the right side and select Clients.

  2. Search for and select your client to view their profile.

  3. From the Point of Sale, select the client.

  4. The client profile button will appear directly beneath their name.

  5. From the Appointment Book, double-click on a client’s appointment in the appointment book.

  6. Click on Profile to access their card.

Updating Client Information

Once you access a client’s profile, you can update the following details:

  • Personal Information:

    • Name, contact information (phone number, email), and gender.
    • Address can be updated on the right-hand side of the profile.

  • Marketing Preferences:

    • If a client opts out of marketing, simply untick the relevant boxes.

  • Notes and Preferences:

    • Store any useful notes about the client, such as special requests or preferred refreshments (e.g., tea, coffee).

  • Credit Card Information:

    • Store client credit card details for future transactions.

Client Information Section

The Information section allows you to store additional details, including:

  • Occupation and Referrals:

    • Record the client’s occupation and referral details (e.g., if they were referred by another client).

  • Birthday and Age Group:

    • Update the client’s birthday and age group.

  • Privacy Policy:

    • Ensure the privacy policy is reviewed and saved.

Alerts and Medical Information

  • Alerts:
    • View any client alerts, such as allergies or special medical information that you need to be aware of.
  • Saving the Profile:
    • After making updates, ensure to check Profile Complete and press Save and Done.

Profile Completion Indicator

  • A small eye icon will appear next to clients whose profiles are incomplete. Once you’ve updated all necessary information and checked Profile Complete, the icon will disappear, indicating the client profile is fully updated.

By following these steps, you can ensure all client information is accurate and complete, helping you provide better service and maintain organised records.