How do I create a new client record card?

This article will run through how to add a new client to SalonIQ

If you click on the body symbol to the left of the £ sign at the top of your screen: 

Then click on add client

Enter in client details, anything in red is mandatory, once these fields are completed they will go orange. 

Membership No. - this can be used for specific clients for example your VIP clients to then pull a list of these clients through your client selections 

Transient Client - if you wish for your client to be excluded from any reporting you would tick this

Archived - if you wish to remove a client's record card from the system. This won't remove them permanently however they will no longer show when searching for active clients 

Postcode -  enter in postcode and click get address. This will load the address, then select the house name or number 

Send SMS - click if you want to send the client a one off SMS, a box will appear to enter text and send (SMS Charges apply)

SMS History - shows any previous text messages sent to this client 

Send email - click if you want to send the client a one off email 

Email History - shows any previous emails sent to this client

Last skin test - you can manually enter when the client's last skin test was or set up for this to update automatically when having a colour service through your global settings (Menu > Settings > Global settings > Bookings > Tick Auto update skin test > Save). The services will need to be ticked in their service set up that a skin test is required. 

For any questions regarding client record cards please email help@saloniq.com or call 01892 280123 opt.1