Client Management
Store client details, visit history, preferences, and notes to deliver personalized services and build lasting relationships
By Mark1 author30 articles
- How can I add a client to the salonist ?A guide on how to add a client in Salonist, helping salon owners manage their client database efficiently and keep records organized.
- How can I look up a client's outstanding payments?A quick guide to help salon owners track and manage client outstanding payments in Salonist, ensuring smooth operations and timely collections.
- What is meant by the terms "active & inactive period"?A guide on active and inactive period in salonist
- Can I add other fields, like the villa number and additional details for the customers?Guide on how you can often add custom fields to capture additional information of client in salonist
- How can I add a Client group?A guide on creating a client groups to organize your clients based on different criteria.
- How can I change or remove a client group?A brief guide on to change or remove a client group in Salonist
- How to add client notes?A short summary on how you can add the clients notes in Salonist.
- How can I look up a client's history?Certainly! Here's a brief guide on how to look up a client's history in Salonist.
- How can the client be deleted?Here is the brief guide to delete a client in Salonist.
- "How can we Import or Export the clients?"Here's a detailed guide on how to import or export clients in Salonist:
- How may a salonist add a client's advance or extra payment?Guide on how you can manage advance or a extra payment by the client in Salonist.
- How to edit the client in Salonist ?A quick guide on how you can edit the client in the salonist.
- How can I get the Male/Female and Active/Inactive client list in Salonist?A quick guide on how you can view the client type list in Salonist.
- How to assign Consent Forms to Clients?A quick guide on how you can add the consent form for the clients in Salonist
- How can I add a client's image to Salonist?A Guide on how you can able to add a client's image and personalize their profile within the Salonist
- How to add clients Before and After Picture in Salonist ?Guide on how you can add the client's before and after picture in Salonist
- How to add clients Documents & Treatments in Salonist ?Guide on how you can add clients documents and treatments in Salonist
- How to clear the E wallet amount ?A guide on how you can clear the e wallet amount of the client in the salonist.
- How to add client's GST number ?A guide on how you can add the client's GST number in Salonist.
- How to add client's address ?A guide on how you can add the client's address in the Salonist.
- How can I enable and disable notifications for individual client ?A guide on how you can set the individual client notifications in Salonist.
- How can I view my clients' total visits?A guide on how you can view the total client's visit in Salonist.
- How we can check new clients details ?A brief guide on how you can check the details of new client in Salonist.
- How we can check clients with particular membership ?A brief guide on how to check the clients with particular membership in Salonist.
- How can we view details of Old clients?A guide on how you can view the details of old clients in Salonist.
- How can I add and remove notes at the time of billing?A guide on how you can add and remove the notes at the time of billing in Salonist.
- How to hide, unhide, and arrange fields in the client column?A brief guide on how to hide, unhide, and organize the fields in the client part of Salonist.
- How to check the client's number of visits in the salon?A guide on how you can check the client's visits in the salon on Salonist.
- How "Pet" feature works in Salonist?A guide on how the pet feature works in Salonist.
- How can I check the history of a client’s reward points?A brief guide on how you can check the history of client's reward point in Salonist.