SalonRunner

Clients

Importing Clients into your software

Import from an Excel Spreadsheet If your client database is available as an Excel spreadsheet with properly titled columns and the ability to save to your computer, you can import it into the software. Once th...

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What is a Client Log

The Client Log is a record of the client’s past services and product purchases, future appointments, Memberships and/or Packages, Gift Cards, Notes and Formulas. There are several different ways to access the ...

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Where to put Client Notes

Notes are used to enhance the client’s experience and to communicate internal information to keep the salon/spa running smoothly. There are two types of notes: · Permanent: Part of the Client Log until d...

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Changing or Updating Client Information

Ability to Change/Update Client Information from Schedule: 1. At the top right there is a Search Box. Enter the client’s name or phone number. 2. Select the correct client from the drop-down box 3. ...

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How to Check-in a Client

When a client arrives to be serviced, you'll want to check them in. 1. When the client arrives, click on the client's appointment on the Schedule 2. Click Check In 3. Any notes in the Client Log...

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Deleting a Client

It is not possible to delete a client due to the necessary retention of client histories and records. However, it is possible to de-clutter your client database by merging the clients you wish to delete into on...

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What is a Wait List

When a client requests an appointment time that is unavailable, they can be added to a waiting list. This list will pop up when a time slot within the requested time frame becomes available. For assistance in ...

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Viewing and Adding Client Formulas

Client formulas for color, (and etc) are recorded and retained within the Client Log. The Client Log may be accessed at all stages — from making the appointment to collecting payment — wherever the term “Client...

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Searching for a Clients Future Appointment

When a client requests the date of a future appointment or other information that is on their client card, access it quickly with the Appointment/Client Information Search feature. Proceed to: Schedule 1. ...

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Activating your New OCS Clients

When a client books online for the first time, they'll need to create an "OCS" account. You will want to manage these accounts so that you do not end up with duplicate clients in your software. With managing yo...

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