You can edit a client's records on a tablet in Salon Swift.
Even better, you can pass the tablet to the client and have them add / update their details whilst you do something else and whilst they're waiting.
The below instructions are step by step and the first time you do this it will take a few minutes to figure out. Our testing shows that it's about 15 seconds from when you start until when the client is entering details after you've done it a few times. Stick with it the first time, it's worth it! Your database will be all the better for it and will allow you to market more effectively to your clients with the extra info they provide.
Tell Salon Swift you want to edit a client on your iPad:
- Select a client from within Salon Swift.
- From the client menu, choose Utils, then choose Client Edit on Tablet.
This will bring up a screen that tells you to grab your tablet and get started.
There are two ways to do this. One is to scan the code on screen. This will take you directly to the page that allows your client to enter their details.
The other way is to go to your web browser on the tablet (chrome / safari / firefox etc) and enter swiftclient.azurewebsites.net into the browser.
Whichever method you choose you'll end up here on your tablet:
Enter the client's 4 Digit Code into the iPad:
Now simply add the 4 digit code into your tablet noted at the top of the Client Code area in Salon Swift. In this example it's 3995.
Pass the iPad to the client and leave them to it.
Once you've added the code you simply pass the tablet to your client and ask them to update their details.
Once they're done they will hit save and pass you back the tablet.
Confirm in Salon Swift that you want to accept their changes.
As a safety measure Salon Swift asks you to confirm you want to update from the tablet. If you are happy with what the client has entered, simply allow the changes to be made on Salon Swift.
Once you say Yes, the client's new details will be in your database.
Again, the first time you do this it's a learning experience. Stick with it as testing has shown that after a few tries most people can have the tablet in their client's hands entering data within about 15 seconds from beginning to end. The client can then enter their details at whatever speed they see fit and you can continue using Salon Swift whilst they do that.