Client records, preferences and notes
Keep useful information for the next visit in one place.
Open the correct client’s record. These steps apply to your current studio. Available actions depend on your account permissions. Before making changes, check that you have opened the correct record.
- Check contacts, preferred specialist, communication language and tags.
- Choose a visit and record specific notes: formula, design, products or instructions provided.
- Enter a reason when correcting a note. Review history to distinguish the new version from the previous one.
Sensitive forms and files require additional permissions. A record note is not automatically sent to the client.