Client guide
How to Search and View Client Records
Find a client using their name, phone number or email address and open their record card in Salon Manager.
Video walkthrough: searching for a client and opening their record card in Salon Manager.
Quick answer
Search in Clients and select View
Open Clients, search using the client’s first name, surname, phone number or email address, then select View to the right of their name.
Before you start
Have these details ready
Access to Salon Manager
Permission to view client records
The client’s name, phone number or email address
A way to confirm the correct record before opening it
Step-by-step instructions
How to search for and open a client record
Follow these steps to locate the correct client and view their record card.
Useful tips
Use the most accurate search information
Use an accurate phone number or email address when available.
Check the client’s name carefully before selecting View.
When clients have similar names, use another detail to confirm the correct record.
Keep client information private when viewing record cards.
Troubleshooting
Common issues and what to check
Frequently asked questions
Client record search questions
Can I search for a client record in Salon Manager?
Yes. Open Clients and search for the client in the client module.
What can I search by?
Search by first name, surname, phone number or email address.
How do I open the client’s record card?
Find the client in the results and select View to the right of their name.
What should I do if I cannot find the client?
Check the details and try a different search method, such as the phone number or email address.
Offline reference
Download this guide as a PDF
Keep a printable copy for reception teams or use it during staff training.
Last reviewed: 18 June 2026.
