Clients, visit history, and notes

Clients is the shop’s people list: name, phone, email, and last visit date on each row. Allergies stay visible when noted.

Open a profile

Usual staff member, Formula / cut notes, other notes, and visit history live on the profile. You can also edit those notes from an appointment.

Public bookings create or reuse a client by phone or email.

Notes that matter at the chair

• Allergies have their own field so they stand out
• Formula / cut notes is where color formulas and cut notes belong
• Other notes are for everything else

There is no separate “sides/back shortcuts” tool. Put those details in formula/cut notes so they show on the next visit.

Rebooking

After cash-out, use Book again in 4 weeks on the visit card.

Delete a client

Delete is inside the profile, not on the list. Past visits stay on the calendar.