Clients
Client management and GDPR · 8 articles
Managing clients
Add clients, search your database, keep notes, set alerts, and use the encrypted health vault for medical information.
Client settings
Manage automatic birthday messages and client labels. Labels categorise your clients for mailing lists and filters, and birthday messages automatically send a congratulations.
Privacy and GDPR
How to handle customer data requests -- exporting a single client from the client detail view, exporting your whole salon from Settings, and deleting clients or your account.
Which legal ground do you pick for health data?
A plain-language explanation of the four legal grounds (GDPR Art. 9) you choose in the client detail before storing health notes, and when to use each one.
Forms (intake)
Build digital intake and anamnesis forms, let staff fill them in or send them to clients as a link, and review answers per client -- with GDPR-protected storage for health data.
Loyalty tiers and client segments
Set up loyalty tiers based on total spending and enable automatic segment rules for targeted marketing.
Recording colour formulas
Record structured colour formulas per client -- brand and line, base shade, target shade, dosage, developer, staff member and notes. The latest formula is shown prominently on the client card, so on a follow-up visit you see the right recipe at a glance.
Store credit
Give clients a balance they can spend at the register or that arises from a refund. Enable the feature in settings, view and adjust the balance per client with a full history, and apply credit when checking out at the register.