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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