Step by step
- Open Spa & Salon Management > Clients.
- The list starts with the client who came last. Click a column title to sort by it.
- Type a name or phone in the search box to find a client.
- Visits and Spent count the billed visits and their amount. Next Appointment is the next booked or confirmed appointment, and Packages / Membership lists the active ones.
- Press Profile to open the client profile with the visit history, packages and notes.
- Excel and Print export the list.
Good to know
- A client comes into this list after the first bill on a listed customer. A walk-in bill without a listed customer is not counted.
- To build the history of a regular client, pick the client as the customer in Receive Bill on every visit.
- The page needs the Client Profiles & Notes permission.