How do I enter clients manually?

If you want to add a client to your existing client list or if they are not listed on the required CSV file, you can enter them manually instead.

Log onto SalonInteractive, and in your menu, click Clients, then Manage Clients.
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 In the new window, click on Add a client.
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Enter at least their first and last names and email address. Then click Save.
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The system will take you back to the Manage Clients window, where you can add another client if you wish.
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Please see the link below for more information about adding clients, creating a CSV file, or making product recommendations.

 

Resources:

How do I create or edit a CSV file for my client list?

How do I upload clients?

How do I make Product Recommendations?

How do I set On Behalf Marketing brand permissions and priorities?


If you need help, our support team is here for you. Give us a call at 312-300-0553 or open a case at support@saloninteractive.com