Client guide

How to View and Manage Client Courses

Review a client’s current and past courses, check remaining sessions and extend a course expiry date when required.

Video walkthrough: viewing current and past courses on a client record in Salon Manager.

Quick answer

Open Courses from the client record

Open the client’s record card, select Courses from the left-hand menu, then review their current and past courses. You can also change a course expiry date when it needs to be extended.

Before you start

Have these details ready

Access to Salon Manager
Permission to view client records
The correct client record card open
A client with an active or previous course
Confirmation before changing any course expiry date

Step-by-step instructions

How to view and manage client courses

Follow these steps to review course history, remaining sessions and expiry information.

1Open Salon ManagerSign in and open the Salon Manager application.
2Go to the client areaOpen the part of Salon Manager used to search and manage client records.
3Find the clientSearch for the client whose courses you want to review.
4Open the client recordOpen the correct client’s record card.
5Select CoursesChoose Courses from the left-hand menu.
6Open the courses pageWait for the client courses page to load.
7Review Current CoursesCheck the client’s Current Courses at the top of the page.
8Check the course detailsReview the course name, remaining sessions and expiry date.
9Extend the course if requiredChange the expiry date when the course needs to be extended.
10Review Past CoursesCheck any Past Courses shown at the bottom of the page.

Useful tips

Review course details before making changes

Use the Courses tab to check whether a client has an active course.
Check remaining sessions before booking or redeeming a course treatment.
Review the expiry date carefully before extending a course.
Use Past Courses to review previous course purchases.
Make sure the correct client record is open before changing course details.

Troubleshooting

Common issues and what to check

The Courses tab is not visible

Make sure the client’s record card is open. Courses appears in the left-hand menu.

No current courses are showing

The client may not have an active course. Check Past Courses at the bottom of the page.

The course I expected is not listed

Confirm that the correct client record is open 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.

Frequently asked questions

Client course questions

Can I view a client’s courses in Salon Manager?

Open the client’s record card and select Courses from the left-hand 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. Change the expiry date when the course needs to be extended and your permissions allow it.

Can I see how many sessions are remaining?

Yes. The current course details include the number of remaining sessions.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 18 June 2026.

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