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 Merge Duplicate Clients.How to remove/delete any duplicates using our merge tool.
- How to edit Client contact detailsMake changes to your clients name or contact details!
- 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.