The Client Card is the one page with everything you know about a client. Who they are, what they have spent, what they have booked, and every note you have on them. It pulls all of that into one clean layout so you can stop hunting through tabs.
This article covers finding a client, reading the Client Card, editing the core details, and using the Actions menu.
1. Find a client
Click the magnifying glass in the top toolbar to open the Search Client bar. Start typing a first name, last name, phone number, or member number, and matches drop down underneath as you type.
Have a client already with an appointment? You can also get to it from any of your booked appointments.
Click the right client to open their Client Card. If no match comes up, hit the highlighted + Add "[Name]" row at the top of the dropdown. That creates the client on the spot.
Heads-up. The search bar is global, it works from any page in Simple Salon. You can also reach a client by clicking their name on an appointment in the diary.
2. Reading the Client Card
The Client Card is split into three working areas. The left rail tells you who the client is. The top row tells you what they owe and what they have. The tabs underneath show everything they have done with you.
Left rail, Client Details. Avatar, name, email, phone, Client ID, and Member ID. Hover over the email, phone, Client ID, or Member ID. A small copy icon appears, click it to copy that value. The Email and Text buttons fire off a message in two clicks. That works when the client has the details on file to receive one.
Top row, Stat pills. Three quick numbers always in view:
- Loyalty points, the green pill. The client's current points balance.
- Deposit Taken, the orange pill. Outstanding deposit balance.
- Account Amounts, the red pill. Account balance, credit on hand or owed.
Tabs, History. Six tabs of past and ongoing activity:
- Bookings, every past appointment with date, time, type, cost, and operator.
- Products, products they have purchased.
- Packages, packages they have bought and used.
- Vouchers, gift vouchers connected to the client.
- Redeemables, anything pre-paid that has not been used yet.
- Memberships, active and past memberships.
On any Bookings row, click the date in blue to jump to that day on the diary. Click a column header (Date, Time, Type, Cost, Operator) to sort, click again to reverse the order.
3. Edit the client's details
Click the pencil icon next to Client Details in the left rail. The Edit Profile screen opens with seven sections.
- Personal Information. First name and last name, contact number, alternate contact number, and email address. Use Upload Image or Take a picture to add a client photo.
- Other Information. Gender, date of birth, preferred operator, loyalty points, referred by, referral type, and barcode or member number.
- Postal Address. Address, suburb, postcode, and state.
- Social. Instagram and Twitter handles.
- Promotions & Reminders. SMS and email opt-in toggles for reminders and promotions.
- Client Categories. Assign the client to one or more categories straight from the profile, as well as from Actions.
- Client Comments and Alert. A free-text comment plus an alert flag on the profile itself.
Hit Save when you are done. Cancel discards any changes and returns you to the Client Card.
Note: comments belong in two places depending on what they're about. A note about the client generally (an allergy, a preference) goes in Client Comments on the profile above. A note about one visit goes on that appointment itself. Click into the booking from the diary or the Bookings tab and add it there.
4. The Actions menu
Click the three-dot icon at the top right of the Client Card to open Actions. Thirteen shortcuts that work on the open client.
Day-to-day actions:
- Add to sale, jumps the client into POS, ready to ring up.
- Categories, assign the client to one or more categories for marketing segments.
- Invoices, view the client's invoice history.
- Find Invoice, look up a specific invoice.
- Find Gift Voucher, look up a voucher tied to the client.
Insight and history:
- Activities, lists every appointment change or deletion.
- Campaigns, shows SMS and email campaigns sent to this client.
- All Transactions, every account, deposit, and loyalty movement in one list.
Files and forms:
- Images, upload and manage client photos.
- Files, upload and manage other documents.
- Forms, view and manage intake or consent forms.
Printing and tidying up:
- Print Client Card, print a summary of the card.
- Merge Clients, combine duplicate records into one.
Note: if you use memberships or gates, you may also see a Stop Client option here to block a client from being booked. It's tied to that setting rather than being switched on for every account. Don't be surprised if you don't see it.
A few extras worth knowing
- Address pin. If a client has an address on file, the small pin icon under the address opens the location in a new tab.
- Pagination. The Bookings list shows 21 rows per page by default. Adjust the row count in the bottom-right corner.
Tip: keep the left rail clean. The Client Card is most useful when the basics are right. Five minutes spent on Edit Profile when a new client signs up saves an hour later. It pays off when you need to email a campaign or reconcile an account.
What's next?
Now that you know your way around the Client Card, the next step is putting it to work at the till. Read How to Process Sales Through POS, or start from scratch with How to Create an Appointment.
Questions? Head to your Help & Support page and click Submit a Request. We've got you.