Selecting Clients

Selecting Clients

Select Clients

In its efforts to make life easier for you, Unique has a feature that allows you to work with more than one client at a time. This is accomplished by selecting the clients that you want to perform a task on and then telling Unique to perform it on all the selected clients. Commands that work on selected clients are: 

·   Delete clients    

·   Printing mailing labels 

·   Printing client service and purchase histories 

·   Replacing data in specific fields 

The following is a description of the different options for the Select command: 

All                Place a selected mark on all records in the client file. 

Several        Select a specific group of client records to be selected.  

Select Several Clients : 

The Client Selection Criteria options is a very powerful business tool that you will need to use from time and time again. 

                                The type of information you can generate from these listings will assist you in the marketing

                                  and financial planning for your Salon.  You will be able to make quality and sound decisions

                                  based on the listings that Unique will generate from this area. 

Here are a few listings or reports that can be generated here. 

                       ·A listing of clients that have a birthday between a specified period. 

                       ·A list of New Clients. 

                       ·A list of clients that last visited between a certain date. 

                       ·A list of clients that have not been to the salon in a while. 

                       ·A listing of clients by stylist. You can send your top stylist clients a 10% off on their next service. 

                       ·A listing of clients who missed their appointment for a certain period of time. You can send "Thank You" postcards, etc. 

                       ·You can select all your clients who received manicures, perms, haircuts, etc. 

                       This is just a few of the report  listings you can generate. Review the different option on the screen to select the type of report you want to see. 

                       Enter information in the fields to specify which groups of clients you want to select. Unique will select only those clients that match ALL the criteria you                        specify. 

Invert:         Invert all selected marks. All the clients that are currently selected are unselected and all the clients that are                currently unselected are selected. 

Manual:         Manually selects which records to select and to be unselected.   A Manual Select  menu appears that lets you                scroll through all the clients in the system. A client that has been selected has a "4" mark by the left side of the                client's last name.   To select a client, use the up or down arrow keys to highlight the desired client then press the                ENTER key. The "4" mark will appear. To unselect the client, double click again and the mark disappears. 

Clear All:          Remove the selected marks from all clients in the file. 

Count:        Count the number of clients that are selected. This will give you a count of the total clients in the file and the                        number that have been selected. 

Listing:          After you do your selection criteria from above, you can select a listing of the data. A listing of selected client will                be generated. You can print screen preview or save to a file. It will sort the data by last name or birth date. If you                sort the client by birth date, you can get a listing of all your client's birthday for a given month to send birthday                cards. 

Marking Selected Clients for Mailouts: 

Using one of the examples above from the select client criteria, here are the steps to generating a report: 

Example : Last Visit  from 1/1/07 to 06/01/07 

Choose Select from the Client Menu. Choose Several and select Ok. You will be asked "If you want to remove all current selection marks first". Choose Yes. 

The Client Selection Criteria Screen will then  be displayed. Move down to the Last visit field. Enter the dates for the period you want. In this example, put 01/01/07 in the "From" box and 06/01/07 in the "To" box. This will generate a listing of all your clients who have last visited your Salon or Spa during the set period. You  can now generate mailing labels and send them a Thank You card.

       You can input about up to 4 meaningful selection to produce a listing. For example( All a specific employee clients

                that had color during a specific date range and they live in ABC city).