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Customer Overview – Top Banner
Updated
Client Profile Top Banner Overview
| Name | Description |
| Reset Password | Click here to easily reset a clients password to access your Shop, Branded App or their online profile to complete intake forms. |
 | Manage client account. |
 | Input and remove client credit cards. |
 | Chat directly with clients from their profile. *SMS Add on Required to use this feature. Watch a Video to Learn More about the Chat. |
 | Access screen to edit customer profile, forms, memberships, and preferences. |
Bio  | Edit client bio and add special notes. |
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Operations
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- Transaction Introduction
- Transaction Item Types - Products
- Transaction Item Types - Appointment Services
- Transaction Item Types - Service Credits
- Applying Promotions to Products and/or Services
- Transaction Item Types - Packages
- Transaction Item Types - Tips
- Transaction Item Types - Balance Payment
- Transaction Item Types - Gift Certificates
- Transaction Item Types - Payment Tab
- Transaction Item Types - Package Tab
- Walk In Transactions
- Appointment Transactions
- Refunds
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
- Customer Profile - Forms & Documents
- Managing Customer Memberships
- Viewing Customer Gift Cards
- Customer Dislike Services
- Editing Customer Communication Preferences
- Show all articles ( 2 ) Collapse Articles
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- How to book an appointment for an existing customer?
- How to book an appointment for a new customer?
- How to add a customer to the waiting list?
- How to manage the waiting list?
- How to add a break in the appointment book?
- How to check-in an appointment?
- How to confirm an appointment?
- How to cut and paste an appointment?
- How to copy and paste an appointment?
- How to edit an appointment?
- How to use the smart search in the appointment book?
- Where to find key for appointment statuses, icons and alerts?
- How do I enter the customer profile?
- How do I send a quick notification?
- How do I open my cash process?
- How do I close my cash process?
- How to switch between employee and room view?
- How to process a walk-in transaction?
- How to cancel an appointment?
- How to view or add a note or bio to a customer?
- How to use the chat?
- Where to manage forms and documents in the customer profile?
- How to access packages via the customer profile?
- How to manage active recommendations via the customer profile?
- How to manage service credits via the customer profile?
- How to manage appointments via the customer profile?
- How to manage waitlist entries via the customer profile?
- How to view the customer's purchase history via the customer profile?
- How to manage a customer's transaction history?
- How to create a new service?
- How to create a new employee?
- How to manage my branch schedule?
- How to manage my employee's schedule?
- Show all articles ( 18 ) Collapse Articles
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Configurations
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Inventory
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Forms
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Marketing
- Articles coming soon
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InFlo App
- Articles coming soon
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