Client Formulas

Client formulas for color, (and etc) are recorded and retained within the Client Log. The Client Log may be accessed at all stages — from making the appointment to collecting payment — wherever the term “Client Log” and the client name appear.

ALL employees have access to the formulas in a Client Log regardless of Permissions.

On the right side of the formulas page, you will see the date it was created and who created it (username).

1

Find the client

Go to Manage > Clients > Search & select the client.

From the Schedule: Click on the client's appointment > Click Client Log on the right (or on the client's name in the top, left corner)

2

Open the Formulas tab

Proceed to the Formulas tab.

3

View or create a formula

View the past formula history or create a new formula using the New Formula button in the top, right corner.

4

Enter a new formula

Enter the formula, then click Save.

new formula

5

Edit a formula

Click the formula and adjust the information, then click Save.

color formula

Notes:

• You will not be able to edit a formula once 24 hours has passed.

• You will not be able to delete formulas.

You can also view all client formulas upon running and exporting the Clients Report