Salonized

Identify customer groups and encourage customers to book their next appointment with simple and tailored messaging!

Customer Groups

Add clients, keep notes and treatment reports, merge duplicates, handle no-shows and set up loyalty points.

Customers

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

Import customer data

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

Appointment reminders by SMS

Use treatment reports to make sure you never miss a detail of your appointments.

How do I manage Treatment Reports for my appointments?

Unlock customer segmentation and targeted communication with Customer Labels!

🏷️ Customer Labels

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

Customer Alerts

Learn more about: adding customers, import a client file, archiving customers and retrieve archived customers.

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

No-shows

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

Additional fields (custom fields)

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

Block customers for online bookings

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

Add notes to customers

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

Merge customers

Manage customers

Discover how to create digital contracts with Salonized.

How do I use Contracts with digital signatures in Salonized?

Discover how questionnaires (such as intake forms) and contracts (which require a digital signature) can be completed online by clients.

How do I fill out forms and contracts digitally?

Read this article to know more about Salonized forms and how they work.

What do I need to know about customer forms?

Forms

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

Sending a birthday message (PRO users)

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 filters)

Marketing

Discover how to use loyalty points to strengthen the relationship with your customers.

What do I need to know about the loyalty point system?

Loyalty points

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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