Salon Manager Client CRM guide

How to Search and View Client Records

Find a client using their name, phone number or email address and open their record card in Salon Manager.

Video walkthrough: searching for a client and opening their record card in Salon Manager.

Quick answer

Search in Clients and select View

Open Clients, search using the client’s first name, surname, phone number or email address, then select View to the right of their name.

Before you start

Have these details ready

Access to Salon Manager
Permission to view client records
The client’s name, phone number or email address
A way to confirm the correct record before opening it

Step-by-step instructions

How to search for and open a client record

Follow these steps to locate the correct client and view their record card.

1Open Salon ManagerSign in and open the Salon Manager application.
2Open ClientsSelect Clients from the main menu.
3Wait for the client moduleAllow the client area to finish loading.
4Select the search boxClick into the client search field.
5Enter the client detailsSearch using the client’s first name, surname, phone number or email address.
6Run the searchSelect Search when required.
7Find the correct clientReview the results and identify the correct client record.
8Select ViewChoose View to the right of the client’s name.
9Open the record cardThe selected client’s record card will open.

Useful tips

Use the most accurate search information

Use an accurate phone number or email address when available.
Check the client’s name carefully before selecting View.
When clients have similar names, use another detail to confirm the correct record.
Keep client information private when viewing record cards.

Troubleshooting

Common issues and what to check

The client does not appear in search

Check the spelling of the client’s name or try searching by phone number or email address.

Too many clients appear in the results

Use a more specific search term, such as a full name, phone number or email address.

The View button is not visible

Make sure the client appears in the results list. View is shown to the right of the client’s name.

The client record will not open

Check your user permissions and confirm that you have access to view client records.

Frequently asked questions

Client record search questions

What can I search by?

Search by first name, surname, phone number or email address.

How do I open the client’s record card?

Find the client in the results and select View to the right of their name.

What should I do if I cannot find the client?

Check the details and try a different search method, such as the phone number or email address.

Offline reference

Download this guide as a PDF

Keep a printable copy for reception teams or use it during staff training.

Download PDF Guide

Last reviewed: 18 June 2026.

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