Clients Layout
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Layout
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| Clients Layout
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| The main client screen is like most of the screens on the SoftBooking system: organised with a list of all the clients on the main part of the screen to the right and with a sidebar to the left, which is where the main functions on the screen can be completed. In addition to this main client screen, each client also has a treatment card; this is where everything about a client is stored.
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| Client main screen
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| The main client screen is simply a list of all the clients of the salon; it is like the box of client cards salons used to have on their desks or in filing cabinets. This list is further split into two lists; active and inactive clients, the system is defaulted to show active clients but the inactive list can be accessed by clicking the tab labelled show inactive clients which is located at the very top of the main grid. To open a client card simply double click on the clients name you wish to see, this will open up the selected clients card. You can also right click your mouse over the main list of clients this gives you the following options: print preview – this shows the list in a printable format; autofit – this realigns the columns; expand groups; collapse groups; open in Excel; open in XML; select all; refresh. The list of clients on the screen can also easily be sorted and filtered to best suit the user:
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| Sorting
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| You can easily sort the list of clients by any of the column heading on the screen, for example, name or telephone number. To sort simply press your left mouse button once on the column you wish the list to be sorted by, this will sort the clients into alphabetical order, numbers will show first. To see the clients in reverse order simply press your left mouse button once to put it in alphabetical order and then a second time to see it in reverse order.
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| Filtering
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| The filtering function allows you to show or hide clients from the main list so if for example you only wished to see clients on the list who have a discount, you would use the filter function to filter out, those clients without a discount. To do this you simply press the small arrow on the column heading of the data you wish to filter by, a dropdown list will appear in which all data is shown. So using the discount example, suppose there are some clients with no discount and some with 10% discounts, the dropdown list will just show 10%, if you click on this, the client list will show only clients with a 10% discount. If though there are clients with no discounts, with 5% discounts and with 10% discounts and you wish to see all clients with discounts regardless of % value, you would need to do a custom filter. A custom filter simply enables you to filter data within a range, or to include or exclude certain data. To do a custom filter you would again simply click on the small arrow on the title line of the column you wish to filter, then select custom from the dropdown menu. A new screen will open, from this screen you can choose a variety of options, so using the discount example, to see the clients with both 5% and 10% discounts you would choose 'is greater than' from the first box by clicking on the arrow and picking it from the dropdown menu, then type '4' in the second box, then click on the 'and' button, then in the third box select 'is less than', and type 11 in the fourth box. Alternatively you could select 'equals' in the first box and type '5' in the second box, then selecting 'and' button and 'equals' in the third box and typing '10' in the fourth box.
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| To remove a filter, that is to say, to restore all clients to the list you can simply press the X which will appear at the bottom of the client list in a grey box.
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| The sidebar
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| The sidebar is split into four separate menus, which are titled:
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| General options
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| The general options menu has the following options: Add new client; Delete client; Deactivate Client; Discounts; Merge clients; Mail Merge/Documents; Show Client Card; Show Blank Card. If you wish to add a new client to the system simply left mouse click on the Add new client text line, this will open a blank treatment card. To Deactivate a client highlight the client(s) you wish to deactivate on the main grid then press the Deactivate Client button.To delete clients' information, highlight the client you wish to delete and click on the Delete client text line, you will be asked to confirm you wish to delete the client. To apply a discount to one or a selection of clients simply select the client(s) you wish to apply the discount and press the Discounts button, this will open up a separate screen in which you can type the % discount you want to apply. To multi-select clients from the list you simply hold down the 'shift' key on your keyboard and click on the top client and bottom client, this will select the block of clients; to individually select clients simply hold down the 'ctrl' key on your keyboard then click on the clients you wish to multi-select. The Merge client function allows you to merge client files together so a clients history and details can be combined; this applies when a client has been added to the system more than once. To merge a clients files, simply highlight the clients you wish to merge, by multi-selecting their names from the main list, then press the Merge clients text line, this will open a separate merge clients screen, which displays two files, side by side, the file on the left is the first of the selected client files, while on the right is the new merged file that will be created. To add details from one client file to the new file simply click on the detail you wish to appear on the new file and then press the button with > on it, this will move the selected detail across. To move all details from the old file to the new file simply press on the button with >> on it. Once you are happy you have all the data from the first file to be merged, press on the button directly underneath the file with > on it, this will change the file on the left to the second client file to be merged, repeat the steps above. Once you are happy to merge the files simply press the merge button. This will bring up a confirmation screen asking if you are sure you want to complete the merge.
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| Search
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| Grid options
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| The grid options menu is common on almost all screens on the system and allows the following tasks to be completed: print preview – this shows the data in a printable format; autofit – this realigns the data columns; show group heading - if you select this option a bar will appear above the main grid, you can drag any column heading into this bar, the data on the main grid will then be grouped by the column heading you have dragged into the top bar; show customize – this brings up a list that allows you to customize the information displayed on the main screen, so if for example you wished to view the clients birthdays on the main grid, you would click on the show customize text line, this will bring up a box with all the fields of information stored about clients, to add a birthday find birthday from the list and single click and hold the left mouse button, then drag the birthday box up to the main grid column headings, when you see to green arrows, release your mouse button, the new column will be added, to remove a column from the main grid again single click and hold the left mouse button on the column heading you wish to remove, drag this down to the show customize box and release the mouse; hide customize – this just hides the customize box; open in Excel – this allows the data to be exported into Microsoft Excel; open in XML – this allows the data to be exported into an XML format; select all – this selects all the clients on the main grid and final refresh, which refreshes or updates the information on the main grid.
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| Sort by
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 See also:
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| Extended grid functions
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