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The Clients module is your central CRM hub for managing customer information, tracking their activity, and maintaining relationships with your beauty center’s clientele.

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Accessing the Clients Module

Navigate to Clientes from the main navigation menu. You’ll see a comprehensive list of all registered clients with their contact information and activity metrics.

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Adding a New Client

1

Open the Client Form

Click the ”+ Nuevo Cliente” button in the top-right corner of the Clients page.
2

Fill in Personal Information

Complete the required fields:
  • Nombre (First name) - Required
  • Apellidos (Surname) - Required
  • Correo Electrónico (Email) - Must be a valid email address
  • Teléfono (Phone) - Required, format: +34 600…
3

Add Identification Details

Provide document information:
  • Select Tipo Documento (DNI, NIE, or Passport)
  • Enter the Nº Documento (Document number)
4

Save the Client

Click “Nuevo Cliente” to create the client profile. The client will be added with an “Activo” (Active) status by default.
The phone number and email are critical for client communication. Make sure these are accurate as they’ll be used for appointment confirmations and marketing campaigns.

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Viewing Client Information

The clients table displays key information at a glance:
  • Cliente: Name with initials in a colored badge, plus email address
  • Contacto: Phone number and document type/number
  • Actividad: Count of bookings (with calendar icon) and signed consents (with document icon)
  • Estado: Active or Inactive status badge
  • Acciones: Quick action buttons for view, edit, and delete

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Search and Filter Clients

Use the search bar at the top-right to find clients by:
  • Name (first or last)
  • Email address
The search is real-time and filters results as you type.

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Editing Client Information

1

Locate the Client

Find the client in the list using search or scrolling.
2

Open Edit Mode

Click the Edit icon (pencil) in the Actions column.
3

Update Information

Modify any fields as needed. All the same validation rules apply:
  • Email must be valid format
  • Phone must be at least 6 characters
  • Document number must be at least 3 characters
4

Save Changes

Click “Guardar” (Save) to update the client profile.
When editing a client, the form will show “Editar Cliente” in the header instead of “Nuevo Cliente”. All previously entered data will be pre-populated.

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Viewing Client Details

Click on a client’s name or the View Profile icon (user circle) to access their detailed profile page at /clientes/[id]. This page includes:
  • Complete contact information
  • Booking history with all scheduled appointments
  • Signed consent forms and questionnaires
  • Purchase history and loyalty metrics

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Deactivating or Deleting Clients

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Deactivating a Client

Instead of deleting, you can change a client’s status to “Inactivo” (Inactive) by editing their profile. This preserves their history while marking them as no longer active.

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Deleting a Client

Deleting a client is permanent and will remove:
  • Their profile information
  • All associated consent forms
  • All questionnaire responses
However, their booking history is preserved for audit purposes.
1

Click Delete Icon

Click the Trash icon in the Actions column for the client.
2

Confirm Deletion

A confirmation modal will appear with the warning message. Read it carefully.
3

Complete Deletion

Click “Confirmar” to permanently delete the client.

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Understanding Activity Metrics

Each client row displays two important metrics:
  1. Citas Reservadas (Bookings): Shows the total number of appointments scheduled
  2. Consentimientos Firmados (Consents): Shows signed consent forms count
These metrics help you quickly identify:
  • Regular customers (high booking count)
  • New clients (low booking count)
  • Compliance status (consents signed)

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Best Practices

Complete Profiles: Always fill in all fields, even optional ones. Complete profiles enable:
  • Better customer service
  • Accurate reporting
  • Effective marketing campaigns
  • Legal compliance documentation
Regular Updates: Encourage staff to update client information whenever they learn about changes:
  • New phone numbers
  • New email addresses
  • Address changes
Updated contact information prevents communication issues.
Use Status Field: Instead of deleting clients who stop visiting, mark them as “Inactivo”. This:
  • Preserves historical data
  • Allows for win-back campaigns
  • Maintains audit trails
  • Enables churn analysis

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Common Tasks

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Onboarding a Walk-in Client

  1. When a new customer arrives, quickly create their profile using the ”+ Nuevo Cliente” button
  2. Enter their basic information (name, phone, email)
  3. Add document details for legal compliance
  4. Save the profile
  5. Immediately proceed to schedule their appointment in the Agenda module

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Preparing for a VIP Client Visit

  1. Search for the client by name
  2. Click to view their full profile
  3. Review their booking history to understand preferences
  4. Check if consent forms need renewal
  5. Note any special requirements in their appointment notes

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Troubleshooting

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”Email inválido” Error

Ensure the email follows the standard format: [email protected]. Common mistakes:
  • Missing @ symbol
  • Spaces in the email
  • Missing domain extension (.com, .es, etc.)

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Cannot Delete Client

If deletion fails, the client may have:
  • Active appointments scheduled
  • Pending financial transactions
  • Dependencies in other modules
Consider marking them as “Inactivo” instead. The search looks for matches in:
  • First name
  • Last name
  • Email address
Check spelling and try searching by a different field (e.g., email instead of name).

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