Desktop Client Card

When I go to a client file I like to see and know everything about that client. For example if a client has left a review I wold like it to be seen in their client file without having to go through marketing and reviews. If this was actioned it would mean if someone calls to make an appointment with us our staff can say " I can see you left a review Iast month - thank you" or let's say they have left a bad review or weren't happy I can say "I see you left a review and weren't happy with X and we would like to work with you and resolve that on your next visit". Basically we would prefer a whole client picture not part of it. Rebecca

It takes too much time to book several different hair services (or other services in same category) for the same client at one appointment when booking. You have to click one then go back to choose another service each time. Be much easier and faster if you could choose more than one service under each category when needed. Is this possible? For example, cut, color, glaze… you have to go back into category and find each one separately instead of being able to click each one at one time then book it.

If you click on an old appointment in the history, it was possible to edit the note for this appointment. Now that option is gone.

It would be awesome to have a chat box icon at the top of the client card so that when we are looking through clients, it can be a simple click from their profile to send them a direct message.

It would make things so much easier if instead of just product purchase history, it shows all purchase history for each client in one place on their client card. This way we don't have to go through multiple days, weeks, months, on the "Sales," tab in order to access each individual ticket.

When looking at a clients future appointments have “mon” “tue” etc along with the full date and time as clients often ask me “is that a Monday?” And I have to back and check main calendar. Would be easier if auto said it. Plus we screen shot their up coming apps often so would be easy for all.

Would appreciate 4 Digits SPACE 3 Digits SPACE 3 Digits (Easier to read) e.g. 0000 000 000

A simpler merge function directly from the client profile would save a huge amount of admin time and reduce duplicate clients due to spelling/details etc

You should be able to see the full product history of the client straightaway when you click on their product history. At the moment, we can only see the last 10 products they bought ?? We don't have time to search for individual products, we need to see all the products they have been buying over their whole time with us to see what they've used or not used etc.