Salonized

Amber Korfage

Stephanie Stroker

Robin Been

Customers

There are four ways to add new customers to your Salonized account, which we will explain in this article.

Adding new customers

Delete your customer database

In this article we explain how you can import a customer base into Salonized.

Import customer data

If a customer is noted in the system twice, you can join these client-profiles together.

Merge customers

Have some customer information which needs to be mentioned when you create an appointment? Learn more about customer alerts.

Customer Alerts

Each customer has its own profile in which you can keep track of notes per appointment.

Add notes to customers

Based on e-mail address, telephone number and IP address

Block customers for online bookings

You can add treatment reports to appointments, so you can always access them in your client records.

Treatment Reports

Learn how to create extra custom fields that you can use to add to your customer base.

Additional fields (custom fields)

Learn more about: Registering no shows, filtering for no shows

No-shows

Read here all about the SMS function and how to set it up.

Appointment reminders by SMS

Lilian Adema

Manage customers

You can now send forms to your customers digitally. Your customers can fill in the form and send it back to you.

Sending a digital form

Read more about creating forms and the different answer types.

Forms: answer types

You can create multiple forms in Salonized. You can fill in these forms from an appointment or from a customer profile.

Forms

Learn more about: creating contracts that can be signed by customers and how to digitally sign them.

Contracts with digital signature

In this article you can read how to send part of your customer base an e-mail, based on the filters you have specified.

Send an e-mail via Salonized (with the filter)

Learn more about: enabling birthday messages, formatting birthday messages, collecting birth data from customers

Send birthday message

Marketing

Boost customer relationship with loyalty programs.

Loyalty program

Learn how to redeem loyalty points during the checkout process.

Redeeming loyalty points in the cash register

Loyalty points

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