Client Management

How to view and edit client details including colour notes

Steph Madgett avatar Bee Ford avatar Pia Jackson avatar +1
12 articles in this collection
Written by Steph Madgett, Bee Ford, Pia Jackson and 1 other

How to add a client

Add your new or existing customers into Slick and create their client record card
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago

How do I view a client's profile?

How can I see client information including phone number, email address, client notes and booking information?
Bee Ford avatar
Written by Bee Ford
Updated over a week ago

Client profile explained

The client profiles stores all the information you need including contact number, patch test information, client notes & appointments
Bee Ford avatar
Written by Bee Ford
Updated over a week ago

Where are booking notes in the new update?

Learn more about where to find and edit booking and colour notes in the March update
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago

Add client tags or labels

Add tags to clients to flag key information about them
Bee Ford avatar
Written by Bee Ford
Updated over a week ago

What is the difference between Booking Notes and Client Notes?

Making one-off appointment notes vs permanent client notes that stay on their profile
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago

How to create, store and view colour notes

Record colour formula in booking notes or client notes and easily access your client's colour history at any time
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago

How do I delete/merge a duplicate clients?

I've got two versions of the same client? What do I do?
Pia Jackson avatar
Written by Pia Jackson
Updated over a week ago

How do I delete a client?

How to delete a client
Pia Jackson avatar
Written by Pia Jackson
Updated over a week ago

Downloading your client list

Export a CSV file of all clients for marketing or analysis
Rob Smith avatar
Written by Rob Smith
Updated over a week ago

What if my client only has a landline number?

What if my client has a landline instead of a mobile number or both?
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago

Can I view one client's particular receipt?

Find out how you can view one particular client receipt.
Steph Madgett avatar
Written by Steph Madgett
Updated over a week ago