Help centre Clients & messages

The client record

Everything about one client, tab by tab.

Clients → tap a name. The header shows contact details and the numbers that matter: visits, orders, no-shows, last and next visit.

  • Overview — details (edit with the pencil), their My stylist, send a message, recent orders and messages.
  • Consultation — consultation on file, and every consultation form they've completed.
  • Appointments / notes — every visit with what was paid, cancellations and who cancelled, plus the stylist's notes from each appointment and the record card (formulas, timings).
  • Pricing & timings — their own length and price for a service. How it works.
  • Patch tests — record and history, with a warning when the last one is over six months old.
  • Photos — before and after.
  • Activity — every email and text we've sent them, what it said and whether it was delivered.

My stylist

Set it on the record — the person who looks after this client. Nothing fills it in for you. Shop purchases with nothing else to go on are credited to this person.

Deleting a client

Overview → Delete. If they have money history the record is scrubbed and kept (so your reports still add up); otherwise it's removed outright.

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