Click on 'clients' from the top right corner of the calendar page!
Once you have opened the client slide out, please search for the client name.
You can also add a new client or find and merge any duplicate profiles!
Once you have started typing the client name or mobile number, the profiles will show below.
Click on the client name to view the profile.
Here we can see the client name and notes at the top!
Below is the option to edit the client profile (name, mobile, email, birthday etc!) and you can add tags to help you identify them. Learn more about tags here.
Next you can see the client data. How many No shows, cancellations, past bookings and upcoming bookings they have. You will also see if they have a card on file (have they made an online booking with a deposit or stored details for your no show protection!) and their current balance. The deposit balance refers to deposits and client credit added to their account.
The button 'add credit on account' allows you to add a security amount available to use on any booking!
Next is the client contact information - phone and email. You can also text the client or edit their contact information.
Patch test information can be stored here by clicking 'ADD'.
A consultation form can be added to the profile here by pasting the link to their submission there.
SMS reminders as you see above refers to 'this client would like to receive reminders' and you can click the toggle on the right to turn this off if your client does not require reminders. We do not advise turning these off as they're very helpful in preventing cancellations!
SMS Marketing messages refers to other sms like auto client connect or SMS blasts which your client can choose to opt out of. This is part of GDPR and your client can opt out by texting STOP or opt back in by texting START to your Slick mobile number any time! Just ask the team via Live chat or send yourself an SMS to find out your Slick mobile number if you don't know it already.
Scheduled bookings
Shows all future bookings in active state (inc waitlist, deleted stylist, no-show and cancelled).
Excludes deleted bookingsShows additional booking info:
- Deposit amount
- SMS sent and client replies
- Booking notes
Click 'next' to see the next 5 bookings and then you can use 'prev' and 'next' to navigate along the scheduled bookings.
Booking History
All past bookings (inc waitlist, deleted, deleted stylist, no-show and cancelled) with the exception of deleted repeat bookings which won't be shown.
Click ‘view details’ to see:
- Payment info for checked out bookings
- Option to re-send receipt for checked out bookings
- SMS sent and client replies
- Booking notes
No-show charges are no longer displayed in client profile; details can be found in Cashup.
Click 'Show more' to see additional past bookings!
