To view and manage a client’s courses in Salon Manager, open the client’s record card, click Courses on the left-hand side menu, then review their current and past courses. You can also change a course expiry date if it needs to be extended.
Before you start
Access to Salon Manager Permission to view client records The correct client record card open A client with an active or previous course, if you need to review course details Confirmation before changing any course expiry date
Step-by-step instructions
Open Salon Manager. Go to the client area. Search for the client whose courses you want to view. Open the client’s record card. Click Courses on the left-hand side menu. The client courses page will open. Review the client’s Current Courses at the top of the page. Check the course details, such as the course name, remaining sessions and expiry date. If needed, change the expiry date to extend the course. Review any Past Courses shown at the bottom of the page.
Tips
Use the Courses tab when you need to check whether a client has an active course. Check the remaining sessions before booking or redeeming a course treatment. Review the expiry date carefully before extending a course. Look at Past Courses if you need to check previous course purchases. Make sure you are viewing the correct client before changing any course details.
Troubleshooting
The Courses tab is not visible
Make sure you have opened the client’s record card. The Courses option appears on the left-hand side menu.
No current courses are showing
The client may not have any active courses. Check the Past Courses section at the bottom of the page.
The course I expected is not listed
Check you are viewing the correct client record and review both Current Courses and Past Courses.
I cannot change the expiry date
Check your user permissions and confirm that you have access to manage client course details.
FAQs
Can I view a client’s courses in Salon Manager? Yes. Open the client’s record card and click Courses on the left-hand side menu.
Where are current courses shown? Current courses are shown at the top of the client courses page.
Where are past courses shown? Past courses are shown at the bottom of the client courses page.
Can I extend a course expiry date? Yes. You can change the expiry date if the course needs to be extended.
Can I see how many sessions are remaining? Yes. The current course details show the course information, including remaining sessions.
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You can also download the PDF version of this guide for offline reference.
