Client notes, alerts and reminders

Open a client from Clients → Client list. Their details are in the Details box on the right. Change what you need and press Save.

Notes and alerts

• Notes are for formulas, preferences and anything you want to remember. They show in a yellow box at the top of the client's page.
• Alert is a short warning (up to 120 characters), such as "allergic to PPD". It's shown on every booking for this client, so nobody misses it.
• Birthday is the day and month, for example 21/03. It's used by the Birthdays this month group and birthday emails.

Reminders for one client

Appointment reminders is normally Salon setting, which follows your settings under Settings → Reminders and messages. Choose Don't send reminders for a client who doesn't want them, or one reminder at a time that suits them, for example 1 week before. Their bookings already made change straight away.

Settings only the owner or an admin can change

• Email: changing it updates where their confirmations and reminders go.
• Can't book online: the booking page asks this client to call you instead. Your team can still book them in.
• Happy to get marketing emails: only clients with this ticked get your marketing emails. If a client unsubscribed, only tick it again if they've asked you to.
• How they found you: where the client came from, used by the source filter and reports.

Tabs on the client's page

• Appointments and Sales: everything they've booked and paid.
• Forms and Reviews: consultation forms they've filled in and reviews they've left (with the Forms and reviews app on).
• Photos & files: before and after photos, and PDFs such as a signed consent. See Add photos and files to a client.
• Changes: who changed the client's details, when, and what it was before.

Store credit and loyalty points also show on the client's page when you use them. See Store credit and loyalty points.