Two posts back we looked at how you can use the Client Capture Form to capture new client details. We learnt that when new clients come into your salon for the first time, you can simply hand them the iPad (or any tablet or device for that matter) and they can fill out their personal details via the form on the tablet. If you missed this blog post, click here to catch up.
Now, not only does the Client Capture Form capture new clients, you can also use it to update personal details for existing clients. So, when any client of yours walks through the door, new or old, you can still hand them the iPad and get them to fill out their details.
For new clients you would tap the New Client option on the form, however for existing clients you simply type their name, or the starting letters of their name, into the Search field. When you see their name display below, tap it and it will take you to their existing client profile. The client then fills out any missing details in the form, or changes old details for new ones. They tap Save, and it’s all done.
After we published the first post about capturing new clients via the Client Capture Form, a few of you asked about what to do when a new client calls up to book in, because you already create them in your Simple Salon database as a new client when you grab their name and number. So what you do is, when they come in, search for their name (the name you already saved when they called up), tap it, and then hand them the tablet so they can fill out the rest of their details.
It is important not to use the New Client option if they have already been added into your database, because it will create a duplicate client. If you have found yourself doing that, click here to learn how to merge your duplicates, and then from now on, for existing clients, use the Search option instead of New Client in the Client Capture Form.
To see exactly how to update existing client details via the Client Capture From, click here.
If you don’t have a Client Capture Form on your tablet, it means that you need Simple Salon—click here to get started today.