Clients

How to add, edit and delete a client
Step 1.  Go to the 'Clients' screen from your main dashboard  Step 2.  Click 'Add Client' an...
Thu, 4 Jun, 2015 at 9:18 AM
How to access a clients previous visit history
1. Select "Clients" from the main screen 2. Find the client you are wanting to access by typing their name into the search tool and ...
Thu, 4 Jun, 2015 at 9:19 AM
How to add notes to a clients file
1. Select "Clients" from the main screen 2. Find the client you wish to add notes to and select "Edit" 3. Select "Notes&quo...
Thu, 4 Jun, 2015 at 9:20 AM
How to Select Whether Your Client Receives SMS Reminders/Marketing
You are able to adjust any client's file and choose whether or not they receive SMS reminders for appointments and/or SMS marketing campaigns.  ...
Thu, 4 Jun, 2015 at 9:20 AM
How to Send SMS to a Client
1. Select 'Client's from the main menu. 2. Find the client, then select 'edit'. 3. Select 'Send SMS' from the side menu. ...
Thu, 11 Jun, 2015 at 1:51 PM
How to add attachments to Client Notes
N.B. Before you can add attachments to notes, you must enable the 'Attachment Upload' option in the Salon Details page of the admin screen. (See Wik...
Thu, 10 Sep, 2015 at 4:40 PM
How to add a Profile Picture to Clients Details
1. Select your client from the client list and click 'Edit'. 2. Scroll down until the last option which says 'Profile Picture'. Click '...
Thu, 10 Sep, 2015 at 4:34 PM
How to Enable Attachments to Client Notes in Admin
1. Select 'More' from the main screen of Streamlined Salon. 2. Select 'Admin' (you must be in manager mode to access administration). 3....
Thu, 10 Sep, 2015 at 4:39 PM
How to Print off Client Notes
1. Select 'Clients' from the main menu. 2. From the side panel, select 'Notes'. 3. Select 'Print' to pri...
Thu, 10 Dec, 2015 at 4:28 PM
How to Merge Clients
The new Client Merge feature allows you to combine two similar Client records. Sometimes duplicate clients can sneak into the system via a typo or misspelle...
Mon, 30 Jan, 2017 at 4:30 PM