Folders on the client card

Où le trouver

Comment ça marche

1. Open a client card and tap Manage folders below the folders.
2. Tick which folders show on the client card and whether Total spent should be there, then tap Done.
3. A folder you switch off disappears from the whole card, including the menu at the bottom.
4. It applies to your whole team straight away.
5. Only people who may manage settings see Manage folders.
6. A folder for a part that's switched off (forms, for example) appears by itself once you switch that part on.

Bon à savoir

• Les membres de l’équipe ont besoin de l’autorisation « Clients ». Le propriétaire la règle dans Settings → Team → Roles and permissions (l’app est en anglais).

Si quelque chose ne marche pas

Guides associés

• Clients and the client cardAll your clients, each with a card: details, appointments, invoices, notes, photos, allergies and consents.
• Requests and consultationsClients first send their wishes with photos, for example for permanent make-up or a tattoo. You send a quote with price, duration and deposit, and schedule the appointment once the client agrees.
• What your client sees (client portal)At nozaia.com/my (the old address /mijn works too) your client logs in with their email or Face ID. An overview shows their own appointments and invoices, and they can reschedule, cancel and book again. Booking while logged in works without re-entering their details. If they visit more salons it's all under one account, but each salon only sees its own client card. Even when you as a salon owner log in to the client portal, you only see your own appointments as a client there, not those of your clients.
• Your salon as an app and push notifications for clientsClients add your salon as its own app on their home screen, with your name and logo. It opens on their client portal. With notifications on they get a reminder the day before and 2 hours before, a message when you confirm, move or cancel the appointment, and an instant notification for a waitlist offer or payment request. Campaigns only if they agreed to marketing.