Let a client's history and balance live on one card.
You open a client record once, and after that every treatment and payment ties itself to that card. Personal details, balance and recent notes stay at the top; the history waits in the tabs below in date order.
Who it is for
For salons whose list of names in a notebook keeps growing, and who have to search one by one for who had what and how much they paid.
- Hairdressers and beauty salons keeping client details in a phone contact list
- Teams where more than one staff member sees the same client
- Salon owners who want the open balance the moment the card opens
- Treatment centres losing time searching for who came when
One form for the record, no ID required
You open a new client with New Customer on the Customers screen, and basic details and further information go into the same drawer. Nothing but the name is required; you fill in what is missing later.
- The name is required; the ID field can stay empty, and if filled it is checked as 10 or 11 digits
- Phone, email, date of birth and gender sit in the same drawer
- Up to three tags, and you filter the list by tag
- The address accordion opens with country, province and district selection
- The invoicing accordion keeps the title, tax number and tax office separately
The list says Customers, the card says Client
Client records live in the Customers list under Accounting. When you click a row, the card that opens is headed Client; the two screens show the same record.
- Columns: Name, Phone, Email, Tag, Registration date, Status
- The row menu carries Edit, Set Active/Inactive and Delete
- Bulk activate or deactivate with multi-select
- Suppliers sit on their own tab and do not mix into the client list
- Search and paging run on the server, so the screen does not bloat as the list grows
The top of the card is today, the bottom is history
Personal Details, Financial Status and Recent Notes cards sit at the top. The tabs below each carry a part of the client's history, and you never assemble any of it by hand.
- The Personal Details card holds ID, phone, email, date of birth, gender and address
- The Financial Status card holds Balance and Total Revenue; the screen does not calculate these, they come from the record
- Tabs: Treatments, Accounting, Appointment History, Notes
- The Treatments tab lists the client's past treatments in date order
- The Accounting tab shows movements with a running balance
- Add Payment in the header lets you enter a payment from the top of the card
A note is added, a file stays on the card
You add a note about a client from the Recent Notes section at the top of the card or from the Notes tab. If you are uploading a file, the Documents tab sits under the same card.
- The Recent Notes card shows the first three notes and you add a new one inline
- The Notes tab arrives paged; adding and deleting notes happens here
- In the Documents tab you take files in one go with Download all as ZIP
- The Notifications, Documents and Actions tabs are visible based on permissions
- A client who stops coming is set inactive rather than deleted, and their record and history stay
What changes
The difference between a list of names in a notebook and a client card:
Frequently asked
What does client tracking software do?
It keeps a client's record, history and remaining balance in one place. In Bi'Salon every client has their own card, and treatments, payments, notes and documents collect under that card. You do not go looking for which piece of information sits where; you open the card.
Is an ID number required on a client record?
No. You can leave the ID field empty when adding a client; the only required field is the name. If you do fill it in, the field is validated: a national ID is checked as 11 digits and a tax number as 10.
Where does the client list sit in the panel?
In the Customers list under Accounting. The list heading says Customers and the card that opens when you click a row says Client; they are the same record.
Where do I see how much a client has paid?
From the Financial Status card at the top. Balance and Total Revenue are written there. You see the movement export row by row with a running balance in the Accounting tab, and we covered how a payment is entered on the payments and till page.
Do I see the client's booking history on the same card?
Yes. The appointment is given from the calendar and its history stays in the Appointment History tab of the client card. Each row carries the date, time, staff member, service and status, so you read when someone last came by opening the card.
How is this different from keeping clients in a phone contact list?
A contact list has a number but no history. On the card, the client's treatments, notes, documents and balance sit in the same place, and the record belongs to the salon, not to a staff member's phone. When staff change, the card stays put and whoever arrives next can see the history.
Let's open one of your client's cards together.
Leave your name and number, and within 30 minutes we will call and fill a client card with your own records.
Other solutions
Services and packages
Services, products and session packages in one catalogue.
Payments and till
Money in and out in one list, and the till balances at close.
Expense tracking
Rent, product purchases and supplier payments on the record.