Access record card from booking

Use this guide to open a client record card from their appointment in the Salon Manager diary. This is useful when you need to check or update client information without searching separately.

Quick answer

To access a client record card, double-click the client appointment and click View Client Record Card on the right-hand side of the menu.

Before you start

• Access to the appointment diary
• The client appointment you want to open
• Permission to view client record cards

Step-by-step instructions

1. Open the Salon Manager diary.
2. Find the appointment for the client whose record card you want to view.
3. Double-click the appointment to open the appointment menu.
4. On the right-hand side, click View Client Record Card.
5. The client record card will load.

Tips

• Use this shortcut when you are already working from the diary and need client details quickly.
• Check you have selected the correct client before viewing or updating their record card.
• Use client notes if you only need to add a quick note from the appointment menu.

Troubleshooting

I cannot see View Client Record Card

Check that you have opened the appointment correctly and that your user permissions allow record-card access.

The wrong client record opens

Close the record card and check that you selected the correct appointment.

The record card does not load

Refresh the page or reopen the appointment, then try again.

FAQs

Can I open a record card from the diary?

Yes. Open the appointment and click View Client Record Card.

Do I need to search for the client separately?

No. If the client has an appointment in the diary, you can open the record card from that appointment.

Can I access client notes from the same menu?

Yes. Use the Client Notes option from the appointment menu.

Download this guide

You can also download the PDF version of this guide for offline reference.

Last reviewed: 16 June 2026.