Clients
Clients is your people list — profiles, allergies, formula notes, and visit history. Public bookings create or reuse a client by name plus phone or email.
This guide matches what you see in Ecloras today. Tap ? next to a page title anytime for a short summary and a link back here.
Clients is the shop’s people list: name, phone, email, and last visit date on each row (allergies stay visible when noted). Tap a row to open the full client profile page — usual staff member, formula/cut notes, other notes, and the complete visit history. Delete is on the profile, not on the list. Add client opens a new profile page too. Import CSV adds many clients at once (Name required; Phone, Email, Allergies optional).
Public bookings create or reuse a client when the name matches and the phone or email matches. A dad and three kids who share one phone stay four separate clients as long as each person books under their own name. On the booking page, Who asks who’s coming first — Just me or Multiple people for new clients, or saved people after phone lookup — then each person picks services. On Who they can look up by phone; if more than one person shares the number they pick who they are. On Details, phone comes first — they Select who they are when more than one person shares the number, then see Booking as… so they don’t re-enter name and email (no account or password). Those visits share one checkout ticket.
Common questions
Where do I put a color formula?
Open the client profile and use Formula — tap Add, type the formula (optional Photo), then Save. Newest notes stay at the top; edit or delete any entry anytime. After Finish (no checkout) or on the Checkout receipt step, the same Formula list saves to that client. Allergies have their own field so they stand out.
Can I import clients from another app?
Yes — on Clients, tap Import CSV. Use a header row with Name (required) and optional Phone, Email, Allergies. Up to a few hundred rows per file.
Can I delete a client?
Yes if you have edit access. Open the client profile, then Delete client at the bottom. Past visits stay on the calendar.
Why is visit history empty?
Only visits linked to that client show up. Book or check out under their name (pick them from the client list). Notes on the profile are separate from visits.
Where did the client popup go?
Client profiles are a full page now so notes and visit history have more room. From Clients, tap a person — or use Open profile on Checkout.
Why didn’t a new booking create a new client?
If the name matches an existing client and the phone or email matches too, we reuse that profile. Use a different name for each person in the household, or add them as guests when booking.
Can clients log in to see saved guests?
No. There are no client accounts. On Who they can optionally use their phone to find saved people, pick who’s coming, then continue without a password.
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