Client Categories let you group your clients however suits your salon, new clients, VIPs, a loyalty program, whatever you need. Here's how to create them, and the different places you can assign or check a client's categories.
Creating Client Categories
- Go to Admin, then the Lists tab.
- Use the Select List drop-down to pick Client Categories.
- Click New, give it a name, and click Save. To change one later, click Edit next to it in the list.
Note: ticking Add to New Clients means the category is automatically applied to every new client, handy for something like a Loyalty Program category you want everyone in by default.
Keep clicking New until you've created all the categories you need.
Assigning clients to their categories
There are a few places you can assign or check a client's categories:
- Client Card
- While creating an appointment
- On an existing appointment
- Before approving an online booking
Client Card
- Search for the client and open their Client Card.
- Click the three-dot Actions menu, then click Categories.
- Tick the categories that apply, clients can be in more than one, then click Save.
While creating an appointment
On the Select Services screen, click Client Details, then the Categories section. Ticking or unticking a category here saves straight away, there's no separate Save step.
On an existing appointment
Click the client's name on their appointment to open Visit Details. On the Details tab, click to expand Client Categories and tick or untick as needed, this also saves automatically.
Before approving an online booking
If you manually approve online bookings, you can check or change a client's categories before you say yes. Go to Online, then Dashboard, and click the client's name under Approval Required to open their details, then Client Categories. Click Save if you change anything.
Checking who's in each category
Go to Marketing, then All Clients, and use the Category drop-down to see everyone in a given category.
If you have any questions send them to us via the Submit a Request option in your Help & Support page.