Chapter 03 Overview: Customer & Service

What You Will Complete

• Find customers quickly and understand key customer fields.
• Maintain customer profiles with tags, notes, and follow-up records.
• Set up a clean service catalog with categories and consistent naming.
• Configure service details, images, and staff/technician assignments correctly.

Preparation

• Confirm you have access to Customer and Service settings in the correct salon.
• Align on your salon’s service naming, pricing, and categorization rules.

Suggested Learning Order

1. 01 Customer List and Search
2. 02 Create Customer and Tags
3. 03 Customer Detail and Follow-up
4. 04 Service Catalog and Categories
5. 05 Service Detail, Images, Staff

Estimated Time

• Quick read: 25-35 minutes
• Hands-on setup: 35-50 minutes

Completion Checklist

• You can search customers and open the right customer profile quickly.
• You can add tags/notes and keep follow-up records consistent.
• You can create service categories and services with correct pricing.
• You can configure service images and staff assignments without mistakes.