Clients and the client card

All your clients, each with a card: details, appointments, invoices, notes, photos, allergies and consents.

Where to find it

Where to find itMenu bar → Clients
Open in NOZAIA
The client card that appears when you point at an appointment
Screenshot from the NOZAIA demo with Studio Mira, a sample salon.

How it works

  1. Sidebar → Clients → Clients, or via the menu bar.
  2. Search for a client, or add one.
  3. Tap a client for the client card: details, appointments and history, invoices, notes, labels, photos, allergies (only with the client's consent) and, depending on your type of business, signed forms, records and batch numbers.
  4. At the top are the name, number, email address and, on the right, the labels; in the header ⋯ (send an email, edit details, block, delete).
  5. Below that the buttons Call, Message, WhatsApp, Email and Book appointment, and the figures: number of appointments, last visit (with how long ago) and, if the salon switches it on, Total spent.
  6. Then the tabs Overview, Appointments, Sales, Items, Notes and Details, which you swipe sideways.
  7. On Overview: the next or most recent appointment with See all, Client information with Edit, the notes with Add note, and the folders as tiles (see Folders on the client card).
  8. From the card you book an appointment, call, WhatsApp or email, or help a client who wants to see or erase their data.

Good to know

  • Team members need the permission “Clients”. The owner sets this under Settings → Team → Roles and permissions.

If something doesn't work

I have the same client twice.

At the top of the clients screen is a block with cards that look like the same person, found by phone number and email. Choose which card to keep; appointments, invoices, notes and photos move along. If the cards are not listed there (different number and different email), merge them yourself: tap Select in the list, tick the cards, choose Merge and say which card stays. Merging can't be undone, and two cards linked to two different logged-in accounts are refused.

Related guides

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In NOZAIA, open Support at the bottom of the sidebar (on your phone: in the menu under your name). It knows which screen you're on, and if it can't help, your question goes to our team.

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Last checked 17 October 2026

Clients and the client card | NOZAIA Learn