Keeping and managing client data is an important part of providing great service. Below, we’ll give you an overview of how to view a client’s basic details in SalonLife, add notes, and track their past and upcoming bookings.

How to Access a Client’s Profile

 
1. Go to the Clients page from the top menu bar.
2. Find the client in the client list (use the search filters, or scroll up and down the list, if needed).
3. Click the Info button on the client’s row to open their profile.
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 TIP:
 Alternatively, you can open a client’s profile faster, for example, if you’re in the Calendar view and have opened a specific booking. However, we recommend using the Clients page directly, to keep your overview conveniently in one place.

What Will You Find in a Client’s Profile?

A client’s profile mainly consists of the following sections:

1.    General Info
      • Name, phone number, email address
      • Notification preferences (how the client wants to receive reminders and other notices)
      • Additional fields, where you can set things like the client’s gender, birthday, city, and preferred language  

 
1.    Additional Info/Client Notes
      • If needed, you can save important notes (for example, allergies, or detailed explanations about health or preferences that need to be kept in mind while providing the service).
      • These notes are visible only to salon staff-the client themselves can’t see them.  

A Client’s Booking History

Above the Booking History list, you’ll see the number of bookings-this shows the total number of all bookings for that client, both those that already happened and those planned for the future. On the client’s profile, you’ll find their detailed booking history:

1.    Under the list of bookings, you’ll find:
      • All of the client’s bookings in one place.
      • An overview of booking statuses. Each booking has its status shown on the right (for example, "Completed," "Upcoming," or "No Show").  This lets you see whether the client has any upcoming bookings, or whether they’ve, say, canceled on a previous occasion.

1.    Booking detail view:
      • Clicking a specific booking lets you open its details (services, times, staff, etc.).
      • You can change a booking’s status from the booking management menu. (You’ll find more information about changing statuses in a separate guide.)  
   

Why Is All of This Useful?

A clear overview of a client’s profile helps your salon run more smoothly. This way, you avoid entering the same data twice, keep your contact information tidy, and can immediately see all the notes and upcoming bookings related to a client. It makes communication easier and lets you offer more personal service.

We recommend updating client details from time to time and consistently adding any important notes, to ensure the best possible experience for both you and the client. All the information you need-contact details, notes, and booking history-is conveniently available on the Clients page.