SalonBridge

Learn how to add a new client to your database.

How to add a new client

Learn how to import your client list to SalonBridge.

How to import your client list

How to edit a client

Learn how to delete a client in SalonBridge

How to delete a client

Learn how to merge duplicate clients together.

How to merge clients

Learn how to quickly find and perform bulk merging of duplicate clients.

How to perform bulk client merging

Learn how to see which clients have a birthday and send them a message.

How to view client birthdays

Learn what client tags are and how you can use them

What are client tags

Learn how to block clients so that they cannot book with you.

How to block a client from booking

Learn how to upload a custom document to a client's profile in SalonBridge.

How to upload a document to a client's profile

Learn how to change the format of client contact numbers in SalonBridge.

How to change the format of client contact numbers to be in a local format

Learn how to set default discount rates for clients in SalonBridge.

How to set a default discount for a client

Learn how to manage client information and birthdays

Clients

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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