- Help Center
- How to Add and Manage Clients
- Client Management
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How to Set Up Your Online Store
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How to Connect Your POS Software
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How to Edit Your Online Store
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How to Add and Manage Clients
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How to Send Product Recommendations
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How to Drive Sales with On Behalf Marketing
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How to Use Client Connect Email Marketing
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How to Create & Use QR Codes in Your Salon
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How to Promote Your Store Through Social Media
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How to Set Up Banking & Payments
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How to Understand & Use Reporting
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How to Order Product Through Your Distributor
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FAQs
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Other
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Schedule 1:1 Help
How do I manage clients?
View or edit your clients and client lists from the Client Manager.
From your menu, click Clients and then Manage Clients.
You can search by client, add a new individual client, or upload from another list if desired.
Resources:
- How do I upload clients?
- How do I create or edit a CSV file for my client list?
- How do I add tags?
- How do I make Product Recommendations?
- What is the SalonInteractive mobile app, and how do I use it?
- What is On Behalf Marketing and how does it work?
- How do I create & send email campaigns?
- What are email automations?
Feel free to contact us if you need any help uploading clients. Email us here, or call us at 312-300-0553.