Client management

Find or create a client

Online booking upserts by phone. For walk-ins, create or match the client before the appointment so history and consent stay attached.

Client · Nina R

Phone+1 · · · · 4821

Last visitCover up · Marco · completed

Consent on file2 sessions

Online and walk-in history share one record.

Client profile — phone, history, consent, notes.

What to keep on the file

Notes, references, consent PDFs, and past appointment outcomes. Avoid parallel Instagram-only client lore that never reaches the cabinet.

Consent form

ClientNina R

I understand aftercare and healing risks No alcohol / blood thinners in 24h Design approved before session

Signed PDF on client file

Digital consent — checklist and signed PDF on the client file.

Privacy basics

Staff use Google login with roles. Do not share cabinet access on the public iPad. Follow your local rules for storing medical/allergy answers collected on consent.