1. Help
  2. Clients and loyalty

Clients and loyalty

Client records, history, importing your file, client groups, loyalty programme and forms.

7 articles

The client file

Everyone who books has their own record, created on its own. Finding a client, reading their status, filtering, sorting, exporting.

2 min readBeginner

The client record

The salon's memory: contact details, indicators, absences, technical record, last session, preferences, private notes, allergies, team alert, GDPR.

3 min readBeginner

Creating a client record by hand

For a walk-in client or someone noted in a book: the first name used at the salon, the phone number used for reminders, the tags, the formula and consent for promotions.

2 min read With videoBeginner

Importing your clients from another system

Coming from another system, a spreadsheet or a notebook: upload a CSV or Excel file, or paste a list. Each line becomes a record.

1 min readIntermediate

Client groups

New, loyal, lost touch, big spenders: groups that recalculate on their own, your tags that make more, and the search by booking.

2 min readIntermediate

The loyalty programme: points, stamps, treatment packages

Rewarding those who come back: the programme runs on its own at every till sale. Points or stamp card, threshold, reward, prepaid treatment packages.

1 min readIntermediate

Forms and waivers to sign

Colour waiver, parental authorisation, allergy questionnaire: the client signs online before their appointment, and you keep the proof in a register.

3 min readIntermediate

In your studio

/clients/fidelite/clients/segments/formulaires