Step by step
- Open it with Profile on Spa & Salon Management > Clients, with Profile on a booking of the calendar, or with More > Client Profile on the bill.
- The tiles at the top show Visits, Spent, Active packages / memberships and No-shows.
- Packages & Membership lists every package or membership the client bought, with its dates, its status and the sessions left of each service.
- Visit history lists the last visits with the Date, Services (Staff), Invoice and Amount. Click an invoice to see the sale.
- In Notes & Upcoming type a Note (allergy, skin type, preferred staff) and press Add. The trash button deletes a note.
- The upcoming appointments are listed above the notes; the open button shows that day on the calendar.
Good to know
- Every note keeps the name of the user and the time, and all users who may see client profiles can read it.
- A package shows Active, Used up (no session left), Expired or Cancelled.
- A walk-in customer has no profile; only listed customers have one.
- The page needs the Client Profiles & Notes permission.