You can now save a price estimate directly to a client's profile — so when they come back to book, everyone's on the same page from the start.
For complex services like colour corrections or multi-session treatments, pricing conversations are one of the trickier parts of the salon experience. Until now, once a quote was printed or emailed, it was gone from the system. Stored Quotes fixes that.
How it works
From the Purchase screen, click Generate Quote and select Store in client profile. That's it — the quote is saved and visible to every team member who opens that client card. If you print or email a quote, a copy is automatically saved to the profile too.
To view a client's quotes, open their Client Card, go to the Purchases section in the left-hand menu, and click Quotes. You'll see every saved quote with the date and total at a glance, and can open any one for the full itemised breakdown.
You can also add a custom disclaimer to every quote. This can be edited by going to
Manager>Settings>Client Setup
and scrolling to the bottom