CLIENT PROFILES
By Rob and 2 others3 authors15 articles
How to add client notesAdd client notes to track colours, packages and client details in this free text box on the client profile.
How to edit Client contact detailsMake changes to your clients name or contact details!
How to Merge Duplicate Clients.How to remove/delete any duplicates using our merge tool.
How do I view a client's profile?How can I see client information including phone number, email address, client notes and booking information?
How to add a client.Add your new or existing customers into Slick and create their client profile.
How do I delete a client?How to delete a client.
Create and add Client tags to your clients profile.Create your own tags and add them to client profiles to flag key information about them.
Loyalty SchemesHow to do loyalty schemes for Clients.
How to buy credit as a gift over the phoneClient A wants to buy client B a voucher or add credit to their account for an upcoming event or birthday.
Custom tags: a new way to personalise the client experienceA few handy uses for your custom tags from the Slick team
Adding pronouns to a client profileHow to add and manage client pronouns in Slick, including how it works for online booking clients.
Viewing booking history and payments in the client profileHow to view a client's past and future bookings, check payment details, and manage bookings from the new client profile.
Viewing SMS and email logs in the client profileHow to check SMS and email communication history with a client from the new Messages tab in the client profile.
Block or unblock a client from online bookingHow to block a client from making online bookings and how to unblock them from the client profile.
The New Client Profile ExplainedAn overview of the redesigned client profile, including the new layout, tabs, profile pictures, and key information at a glance.