Client settings
In the Client settings section you handle two things related to your client database: automatic birthday messages and your own client labels. Both help you communicate with your clients in a more personal and targeted way.
Opening the overview
- Go to Settings.
- Open the Client settings section.
You'll see two cards: Birthday messages (which also holds the treatment-duration-per-client setting) and Client labels.
Birthday messages
Turn on birthday messages, and Salonnare automatically sends a congratulations to clients on their birthday.
- Turn on the Automatically send birthday message toggle.
Only clients with both a date of birth and an email address in their profile receive the message. If either is missing, nothing is sent. Each client receives at most one congratulations per year.
You customise the content and layout of the birthday message under Email templates, in the marketing templates. That way you send a congratulations that fits your salon -- optionally with a small birthday offer included.
Remembering treatment duration per client
Turn on the Remember treatment duration per client toggle, and Salonnare stores a custom treatment duration per client-and-service combination, then automatically prefills it on the next appointment.
- Turn on the Remember treatment duration per client toggle. It's off by default.
Once the setting is on, a Default for this client checkbox appears in the appointment editor next to a service's duration field. Check it when saving the appointment, and Salonnare remembers that duration for next time -- including when the client books online themselves.
See Managing Appointments for how to adjust and remember the duration per appointment.
Client labels
Labels are your own custom tags you attach to clients to categorise them. Think of "VIP", "Colour treatment", "Saturdays only", or "Newsletter". You use labels to filter clients and to build target audiences for mailings.
Creating a label
- In the Client labels card, type a name for the label.
- Choose a colour with the colour picker.
- Add the label. It appears immediately in the list.
If there are no labels yet, Salonnare shows "No labels created yet."
Renaming or deleting a label
- Renaming -- adjust the name; the change is saved as soon as you leave the field.
- Deleting -- click the delete icon. You'll get a confirmation first. If you delete a label, it disappears from every client who had it.
Assigning labels to clients
You assign labels on the client card itself, not in these settings. See Managing clients for linking labels to a client.
Labels are the basis for targeted Email Campaigns. In the campaign wizard, you choose one or more labels as your target audience, so you can, for example, message only your VIP clients or your newsletter subscribers.
What's not in this section
- Automatic segments and loyalty tiers (dormant clients, high spenders, bronze/silver/gold) are set under Settings > Loyalty & segments. See Loyalty tiers and client segments.
- Consents and privacy (GDPR) are managed under the separate Privacy & GDPR section. See Privacy and GDPR.
Related topics
- Managing clients -- the client card, assigning labels, and client details.
- Email Campaigns -- targeted emails based on labels.