How do I process courses for a client in SalonIQ?

This article will show you how to use individual services when bought as a package.

How do I see if a client has a course on their account?

On SalonIQ Hub go to, Client Search > search for client (using search function) > select client > Accounts.

The accounts section details the history of all course transactions. This can be found on the Course History section within the Accounts sub section of the client card. This will show how many course treatments are available to the client.

Future Courses - Displays the remaining treatments left to use
Course History - Displays each treatment within the course which has been used.

How do I add a course to a client's account?

To add a course to a client's account you will need to go to your till screen (£) > select OTC > select client > services > there will be a course category on the left hand side > select the course > choose payment method > complete.

How do I use a session for the course?

To use one of the course treatments on account, you must book the individual service that is linked to the course package, this will then deduct one of the remaining course treatments from the account.

Example

You would book a single Blow Dry service, if the client has X6 Blow Dry Course Package.

Each time a service is used from the package it will reduce the 'remaining balance on the clients record card.

Once the client has used all remaining course treatments, the Future Courses info tab will display 0 remaining.

For any further questions regarding this topic please email help@saloniq.com or call 01892 280123 opt.1