Skip to main content
SaloonERP

Customer records

The history that makes the next visit better

Formulas, allergies, visit history and spend in one record — so the stylist who did not do the last colour still knows what happened.

The problem

The formula in someone’s head

The stylist who mixed last time is off today. The formula was written on the back of a card, or not at all. The client is asked to describe a colour they cannot name, and everyone hopes.

A colour that does not match the last one

An allergy discovered during the patch test, not before it

No idea whether a regular is worth a retention call

In practice

What it looks like

Capabilities

How it works in detail

01

Formulas that survive staff turnover

Record the mix, developer, timing and result against the visit, not the person. Anyone picking up that client next has the same information the last stylist had.

  • Formula recorded per visit
  • Photos against the service line
  • Readable by any stylist on the floor
02

Safety notes that surface first

Allergies, sensitivities and patch-test dates sit at the top of the record and follow the customer onto the ticket, where the person holding the bowl will actually see them.

  • Allergy and sensitivity flags
  • Patch-test date with expiry
  • Surfaced on the session, not buried in a profile
03

Spend you can act on

Visit frequency, lifetime spend, retail attach and the last service — enough to tell a regular from someone drifting away, without building a segmentation engine.

  • Visit frequency and last-seen date
  • Lifetime and per-visit spend
  • Retail attach rate per customer
04

Consent recorded properly

Marketing consent is a dated record with a source, not a checkbox someone remembers ticking. Withdrawing it is equally recorded, and equally dated.

  • Consent captured with date and source
  • Withdrawal recorded, not deleted
  • Export a customer’s record on request

0

Record the whole floor reads from

0

Formulas stored in a stylist’s memory

0%

Of consent changes dated and sourced

0

Safety fields surfaced on every ticket

The flow

Start to finish

1

First visit

Create the record at the door with the essentials — name, contact, and any safety notes.

2

During the service

The formula, timing and result are recorded against the line as the work happens.

3

They come back

Whoever takes the chair opens the history and starts from what worked, not from a description.

4

They drift

The last-seen date makes it obvious who is worth a call before they become someone else’s regular.

Questions

About this module

Anyone with the customer read permission for that branch. Safety notes are deliberately visible to the whole floor — a formula is useless if the person holding the bowl cannot read it.

Your chairs are booked. Your books shouldn’t be a guess.

Set up in an afternoon. Cancel whenever.