Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Find a customer
All of your customers are under "Customers" in the sidebar of the front-desk iPad. The number under the title is how many customers the store has. Each row is one customer: phone, last visit and last service, with total spent on the right. VIP customers have a badge next to their name. Type a name or phone number in the search box and the list narrows right away. There are four filters: "All", VIP, "Active Package" and "Inactive 30d". For follow-ups, tap "Inactive 30d" to find customers who have not come in for a month; their rows turn orange.
▶ Play from this scene2Add a customer
For a new guest, tap "New Customer" at the top right. First name, last name and phone are all required, and the phone needs at least seven digits. "Save" stays gray until they are filled in. Tap "Save" and the iPad opens the new customer's profile. Email, birthday and the rest can be added later.
▶ Play from this scene3Profile and notes
The top of the profile shows the name, phone and age. Below are five tabs: basic info, upcoming, transactions, packages and visit history. "Basic Info" has personal details and notes on the left, and the membership status plus first and last visit dates on the right. To update details or note a preference, tap "Edit" at the top right, then "Save". To see the intake forms this guest has filled in, tap "View Intake" at the bottom.
▶ Play from this sceneStores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us