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Detailed Client
Card
Key features |
Screen shots
The
salon business is in the
enviable position of
holding vast amounts of
client data, but are you
using it, to get the
most out of your client
base?
If
you’re using paper
client files how much
time do you and your
staff spend looking for
and subsequently filling
in treatment cards in a
day? You’d be surprised
how many extra
treatments you could do
if this was done for
you. Well when you use
SoftBooking
this IS in fact done for
you, so you can really
see how many more
treatments you can fit
in, you will be
surprised!
You
can sort and filter all
your client’s details
with a few clicks of the
mouse and create
targeted mailers in
seconds, so if for
example, you receive an
allergy cream from one
of your suppliers, you
can alert all your
clients with allergies
to the new product,
maybe even send them a
voucher as an
enticement.
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Key Features
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Client contact details |
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Minute based cards (optional) |
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Booking History (active, paid, cancelled) |
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Sales
History (services, products, courses, vouchers) |
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Skin
and hair type |
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Contraindications (optional) |
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Machine Cards (optional) |
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Treatment plan (optional) |
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Imaging (optional) |
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Photos (optional) |
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Detailed notes and warning message |
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Records/CRM |
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Referrals (optional) |
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GP
Details (optional) |
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Post
Code Search available |
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Picture of Client |
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Company information (optional) |
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Screen
Shots
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General Client
Information
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This shows all the information on the Client on the 'General' screen. In
the bottom left hand corner there is a tab set - these tabs are all
definable in the Options so you see as much or as little as you want. |
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Booking History
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On each Client, the 'Bookings' screen shows all bookings made on the
Client including active, paid, cancelled and no shows. You will notice
the colours on each line are the same as on the diary screen. |
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Sales History
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When looking at the Client card, the 'Sales History' screen shows all
sales made by the Client. This is split into tabs of 'All Invoices'
(shows how much they paid on each visit), 'Product Sales', 'Service
Sales' and 'Voucher Sales'. This gives a great window of data to the
Clients history. |
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Courses
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If the Client has purchased any courses they will be displayed in this
list. This is great to see how many items, if any, are left on their
course. |
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Records/CRM
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If any notes are required to be stored against the Client, here is where
it is done. The 'Documents' tab allows you to add documents to their
record keeping everything nice and tidy. |
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Tanning Card
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If your business runs tanning beds, then this is a perfect illustration
of settings we store in SoftBooking
for tanning information. This can be disabled if you do not have tanning
beds. |
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Treatment Card
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You can log all your Clients’ skin and hair types in order to be able to
best customise services for them, SoftBooking
even has a pre defined skin categories as shown in the image. |
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Contraindications
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With more advanced products and services available, the potential
contraindications associated with these can be a bit of a minefield.
This image show medical issues for the Client. |
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Machine Cards
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Specifically for Laser Clinics, this image illustrates how each visit
can be stored and the kind of information that can be entered for each
visit. |
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Treatment Plan
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This image show how SoftBooking
allows a Clients objectives to be logged and the plan of action
recommended by the business to be logged. |
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Image Sets/Photos
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you can add you own personal images, popular images are: a face; a body
(front and back) and feet for chiropody or reflexology. You can then
using the system draw and write notes onto these images. You also have
an archive of images which can be taken by a web cam and stored to the
Client's record. |
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