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Client charts: notes, formulas, injectables and photos
Open a client's Profile and find Chart, or tap Add to … chart right after checkout.
- Entry types for your business: visit note, color formula (zones, brand, shades, developer, minutes), neurotoxin (product, lot, expiration, dilution, units by area with a running total), dermal filler (product, lot, area, mL), laser and device settings, facial or peel, SOAP note, tattoo session (placement, inks with lot numbers, needles, hours), piercing, nail service and massage session.
- Same as last time fills a new entry with the client's last one of that type, so a color formula takes seconds. Use again does the same from any past entry.
- Photos: take or add before, after, progress and reference photos with an entry. Tap a photo to view it; tap Select, then two photos, to compare them side by side. Photos are private to your team. If the client signed a photo release, it shows above their photos.
- A record you can trust: the person who wrote an entry (or the owner) can edit it for 24 hours. After that, add an Addendum, which shows below the original with your name and the time.
- Who can see charts is a permission: See and add client charts in Roles.