Client Management
Track your salon's client base — contact records, visit history, service notes, formulas, and communication preferences — all in one place.
Overview
DramPulse's Client Management module is your salon's CRM. Every client who books an appointment, walks in, or is manually added builds a record that grows richer over time — visit history, service notes, color formulas, product purchases, and communication preferences. Your staff can pull up the full context before any appointment without asking the client to repeat themselves.
Key Concepts
Client Profile — A unified record containing contact information, appointment history, service notes, saved formulas, loyalty points, and communication preferences.
Service Notes — Staff-written notes attached to a specific appointment. Notes from previous visits are visible in the appointment sidebar whenever the same client books again.
Formula — A saved color, chemical, or treatment formula associated with a client. Formulas include product names, ratios, processing time, and any special instructions.
Loyalty Points — If your salon has a loyalty program enabled, each client profile tracks their current point balance and redemption history.
Merge — The process of combining two duplicate client records into a single authoritative profile.
How It Works
Viewing the Client List
Go to Clients from the left navigation. The list shows all clients sorted by most recent visit. Use the filter bar to search by name, phone, email, or tag. The At-Risk filter surfaces clients who haven't visited in 60+ days and may need a re-engagement outreach.
Opening a Client Profile
Click any client row to open the full profile. Tabs include:
| Tab | Contents |
|---|---|
| Overview | Contact info, tags, loyalty balance, communication preferences, next appointment |
| Appointments | Full visit history with service details, staff, price, and status |
| Notes & Formulas | Chronological staff notes and all saved formulas |
| Products | Retail purchases and recommendations made during past visits |
| Marketing | SMS and email opt-in status, campaign membership |
Adding a Client Manually
Click Add Client and fill in the contact form. Required fields are first name and at least one of phone number or email address. Set SMS and email opt-in status based on the client's verbal or written consent — do not default to opted in.
Recording Service Notes
During or after an appointment, open the appointment from the calendar, scroll to Notes, and type your notes. Notes are timestamped and attributed to the logged-in staff member. Clients cannot see internal notes.
To save a formula, click Add Formula from the Notes & Formulas tab, fill in the product details, and save. Formulas are accessible from the appointment sidebar at any future visit.
Importing Clients
Go to Clients > Import and upload a CSV. The import wizard maps your columns to DramPulse fields and flags any rows with validation errors before committing the import. Required columns: first_name, last_name, and at least one of phone or email.
Merging Duplicates
Open either duplicate profile, click ..., and select Merge Client. Search for the duplicate by name or phone. Review which record will be the primary (kept) and which will be archived. Appointment history, notes, and formulas from both records are preserved in the merged profile.
GDPR / Data Deletion
To delete a client's data (upon request), go to the profile, click ..., and select Delete Client. This permanently removes the profile and all associated data. Appointment records are anonymized rather than deleted to preserve financial reporting integrity.
Tips
- Encourage staff to write service notes immediately after each appointment while details are fresh. Notes made days later tend to be less accurate.
- Use the At-Risk filter to build a re-engagement SMS campaign in the Marketing module targeting clients who are overdue for a visit.
- Tag clients with relevant attributes (e.g.,
color-client,bridal,vip) to make segmentation easier for promotions.
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