Client Histories
Clicking on any of the client tool
icons in the tool bar will bring up the client search dialog, after
the client has been selected the tool will open. To accept the
client shown click on accept or press ENTER. Remember that you may
sort your client file by either first name or last name to suit your
needs.
Client Search Dialog with client selected
Note that if you already have selected
a client for the sale in progress and their name is displayed in the
current client area of the screen using the client tools will directly
display information of the selected client.
The client service history icon or pressing [ F8 ]
will open the following history window showing all of the clients
purchases starting with the most recent.
Client Service History Window
Clicking on the Photograph button or the
View client photo link below the tool bar will bring up the client photo
files. See more on client photos.
Other client information can be viewed
from this point using the other client tools on the toolbar.
They are as follows to see more on these items click on the links
below:
Three other client icons are for input of
new client information as may be needed during the day.
New Manual Service Entry
This icon will open the service history
manual entry tool for entry of information specific to the visit that
you wish to record.
Manual History Entry Tool
If you want the system to make client history records for you
turn the Create Client Service Records at Time of Sale feature on in the
Policies Tab of Preferences. You can still add records manually as well.
Preferences Policies Tab
Tan time entry tool
This icon will open the tan time/session
entry tool for entering time or session use on a package previously
purchased by the client.
Tan Use Entry Tool
Spa session entry tool
This icon will open the spa session entry
tool for entering session use on a package previously purchased by the
client.
Spa Session Entry Tool