Salon Manager Appointments and Diary guide

How to Access Client Record Cards from Appointments

Open a client record card directly from their diary appointment when you need to check or update client information quickly.

Video walkthrough: opening a client record card from an appointment in the Salon Manager diary.

Quick answer

Open the appointment and select View Client Record Card

Double-click the client appointment, then select View Client Record Card on the right-hand side of the menu.

Before you start

Check these details first

Access to the appointment diary
The client appointment you want to open
Permission to view client record cards

Step-by-step instructions

How to open a client record card from the diary

Follow these steps to access the client record without searching for the client separately.

1Open the diaryOpen the Salon Manager diary.
2Find the client appointmentLocate the appointment for the client whose record card you want to view.
3Open the appointment menuDouble-click the appointment.
4Select View Client Record CardOn the right-hand side, select View Client Record Card.
5Review the record cardThe client record card will load so you can check or update the client’s information.

Useful tips

Use this shortcut when working from the diary

Use this shortcut when you are already working from the diary and need client details quickly.
Check that the correct appointment is selected before viewing or updating the record card.
Use Client Notes when you only need to add or review a quick note from the appointment menu.

Troubleshooting

Common issues and what to check

I cannot see View Client Record Card

Check that the appointment was opened correctly and that your user permissions allow access to client record cards.

The wrong client record opens

Close the record card and check that you selected the correct appointment.

The record card does not load

Refresh the page or reopen the appointment, then try again.

Frequently asked questions

Client record card questions

Can I open a record card from the diary?

Yes. Open the appointment and select View Client Record Card.

Can I access client notes from the same menu?

Yes. Use the Client Notes option from the appointment menu.

Offline reference

Download this guide as a PDF

Keep a printable copy for diary users or use it during staff training.

Download PDF Guide

Last reviewed: 16 June 2026.

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