SELECT FROM THE MENU
BAR CLIENTS THEN ADD / MODIFY / DELETE CLIENTS.
You can also access the Clients screen by selecting the Clients button on the main switchboard.
This button
is found on the top row of the buttons on the main ADVANTAGE
Salon Software and
Spa Software screen.
Please note that you do not have to enter all your clients to
start using the ADVANTAGE
Salon Software and
Spa Software
program. You can add clients as you go. There are short cut buttons in certain screens
like the point of sale screen and the appointment book that allow you to add clients
quickly from those screens. So in essence you
can start using ADVANTAGE
Salon Software and
Spa Software and build your client database as you go.
To
add a Client, just begin typing in their information in the spaces provided.
1)
The
Client ID can have numbers or letters. You have the flexibility to use whatever
combination of characters you want for the Client
ID. A suggestion is to use the
client’s telephone number as their Client ID. ADVANTAGE Salon
Software and
Spa Software has the ability to Auto-Increment
Client ID. If you choose to Auto-Increment
Client ID then ADVANTAGE
Salon Software and
Spa Software will automatically assign a number to each client as you save
them into the system, the option is under Clients – Setup on the menu bar.
2)
If
the Client always schedules appointments with the same stylist/technician, you may select
that person’s name from the Employee list. If no particular stylist/technician is requested,
it may be left blank. You can change this at any time.
3)
It
is not necessary that you enter information in the First
Visit, Last Visit, Visit Count fields for New Clients. The date of their first Point of Sale transaction
will be automatically recorded as their First Visit
and ADVANTAGE Salon
Software and
Spa Software will begin counting their visits. If
you want to add a Client who is not new to the salon/spa, you can Right
Click in the First Visit box and select the
date when the client first visited the salon. If
this information is not of great importance, you may leave it blank and let the software
record the information from today’s date forward.
4)
The
Address, Telephone numbers and Email fields can be found at the bottom left portion of the
screen. When you enter the Zip Code the City and State
fields will automatically show.
5)
User Field1 – User Field 5, Tan Start, Tan End,
Memo Field: These fields are user-definable, which means that you can label them
whatever you want to name them. For example,
if there is additional information you would like to store that is not already on the
Client screen, you may do so in these boxes. To
change the labels for any one of these User Fields, go to Clients on the Menu bar, then Setup, the last option is Setup Client User Defined Fields. You can modify or delete the labels as well as
select Yes or No if you want the box to be Visible. (if
you don’t even want these boxes to show in the Client Screen, you can select No and
they will not appear).
6)
Edit Preferences – If you have setup client
preferences (as instructed in Chapter 2, Section 2.3 on Page 8) then you can enter each
client’s personal preferences.
7)
Along
the middle of the screen you will notice a row of tabs.
These are Info, Notes, Series, Cut Codes,
Color, Perm, Skin, Appointments, Standing, Gift Certificates, Service History, Retail
History, and the Photo tabs. These tabs
give you specific information on the topic indicated on the tab. The info tab keeps general contact information,
visit counts and referral information. The
system keeps track of appointments, gift certificates, service and retail history as they
occur. You can enter specific information on
the clients cut codes, perm, color and skin for future reference. The notes tab is for any other general notes that
you would like kept on that client. The series tab keeps track of the series sales. You reduce the amount of the series as well as
delete a series from this tab.
8)
The
Retail & Service History, Schedule and Gift Certificate tabs allow you to view these
items for each specific client. In the Point
of Sale History screen, select the date and click OK. In the Schedule screen, you may look up all
appointments scheduled for a client by a specified date range. Select the date and click OK.
9)
You
can view a client, add client information and edit previously entered clients.
To
view or edit a particular Client you must
recall the Client record.
1) You may recall the Client record by
using the previous, next, first, and last arrow buttons located near the bottom of the
client screen. These buttons
allow you to navigate through your client records in the order of selected sort search by
located to the left of the navigation buttons. The
order sequence can be by Client ID, First Name or Last Name.
2) You may also recall a Client by using
the Find A Client By Client ID, Phone, Last Name or First Name option located in
the upper
left-hand corner of the client screen. To
use this option just enter either Client ID, Phone, First Name or Last Name or a
combination of the last name and first name, then press Enter. This will initiate a find function and if there is
an exact or unique match used for the find a record will appear in the client screen. If there is no exact match, ADVANTAGE
Salon Software and
Spa Software will
generate a select list of possible matches or an empty select screen if there are no
matches. You do not have to enter a full name for
the search, you can put partial names in ADVANTAGE
Salon Software and
Spa Software and the search will find all matches
to the partial listing. You can also fine a client by partial telephone number as well. The search will look for both home and work
numbers at the same time.
You
can not delete a client that has Point of Sale records, you must delete those invoice
records in order to delete the client. You
can delete POS invoices from the Point of Sale – Point of Sale Setup Screen.
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