Customers and balances

A profile for every customer with visits, services, spend, points and balances, plus a list of inactive customers.

Open CustomersOpens the page in your salon (after signing in).

Customer profile

  1. 1Open Customers and search by name or WhatsApp number.
  2. 2Click the customer to see visits, total spend, last visit, points and tier.
  3. 3Review Previous services with the employee and start and end times for each invoice.

Balances

  • Gift balance and customer credit appear in the profile, and the admin can add balance.
  • Balances are used at the POS as a payment method.

Inactive customers and export

  1. 1Choose "Inactive (60+ days)" to see customers who have not visited for two months, and contact them on WhatsApp from their profile.
  2. 2Press "Export CSV" to download the list on screen.

Related articles

Still need help?

The OSSALON team answers on WhatsApp. Include your salon name and the page, and never send passwords.