Clients

About Consultation Forms

Collect answers from clients before or during a visit.

Create a Consultation Form

Build fields in Operations, Forms.

Edit a Consultation Form

Change fields. Existing responses keep the answers already submitted.

Review Form Responses

The inbox in Operations, Form Responses.

View a client's previous form responses

Responses are stored against the client.

About Patch Tests

Record colour or chemical patch tests on the client profile.

Record a Patch Test

Add a test from the client profile.

View Patch Test history

See previous tests on the client.

Understand expired Patch Tests

Online booking can block a service that needs a valid test.

About Memberships

Recurring plans with perks such as included services, credit and member prices.

About Loyalty

Stamps or points that become rewards.

Apple Wallet loyalty cards

Let clients add your business loyalty card to Apple Wallet.

Set up your Apple Wallet loyalty pass

Branding, nearby locations and Lock Screen text.

Customise your Apple Wallet loyalty card

Templates, colours, logo and card content for one business-wide Wallet design.

Let customers tap their loyalty card

Scan the Wallet QR now. NFC reading waits on Apple Wallet NFC.

Why Apple Wallet reading is unavailable

Tap to Pay is not the same as reading a Wallet loyalty pass.

Nearby Lock Screen loyalty cards

The pass can appear when the client is near your salon.

Override a Patch Test booking restriction

Staff with permission can still create a diary appointment when a required patch test is missing.

Manage a client's membership

Pause, resume, cancel, change plan or adjust perks from the client profile.

Pause a membership

Staff or the client can pause, depending on the sold terms.

Cancel a membership

Cancel at period end, or immediately when the sold terms allow it.

Change a client's membership

Move a member onto a compatible plan at the next renewal or immediately.

Adjust membership perks

Add or remove remaining visits or credit on a sold membership.