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 saved on your computer, you can import it into the software. Download Client Temp...

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What is a Client Log

The Client Log is a comprehensive tool that allows you to provide the personal touch for the kind of attention clients appreciate. It’s a record of the client’s past services and product purchases, future appoi...

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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/client ...

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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

Checking in the client creates an open ticket ready for checkout. Proceed to: Schedule 1. When the client arrives, click the appointment attached to the client’s name. 2. Click Check In. 3. An...

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Deleting a Duplicate 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 o...

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What is a Wait List

When a client requests an appointment slot/day that is unavailable, they can be added to a waiting list. This list will pop up when a time slot becomes available due to a cancellation. 1. On the left side ...

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Viewing and Adding Client Formulas

Client formulas for color, 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 Log” app...

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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 your client books online you will want to make sure you manage them so that you will not end up with duplicate clients in your client list. With managing your OCS Clients we give you the option to Merge wi...

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