Manage client records

A client record in Randvu is the single source of truth for everything you know about a person — contact details, visit history, notes, intake answers, and beverage / product preferences. Every booking should be attached to a client so this history actually builds up.

What's stored

• Contact: name, phone, email.
• Location: the salon location they belong to (required when you create them).
• History: every past and upcoming booking, total spend, last visit.
• Notes: free-text notes only your team sees, with a title.
• Intake forms: answers from any forms they've filled out.
• Preferences: beverages (e.g. flat white, oat milk) and products (e.g. Olaplex No. 3 at finish) — both are short label / value entries kept on the client.
• Auto-derived status chips: Randvu surfaces chips like VIP, Loyal, or Reliable on the detail page when the client's KPIs (spend, frequency, no-show rate) qualify. These are computed automatically — they're not user-editable tags.

Add a client manually

Most of the time you don't need to — clients are auto-created when they book online or when staff create a booking with new contact details. For offline cases:

1. Open Clients

   Sidebar → Clients → Add Client.

2. Identity

   Enter the client's name. Name is the only universally required identity field; phone is validated for format if you type one but isn't required.

3. Location

   Pick which salon location they belong to. This step is required — the form won't save without it.

4. Details (optional)

   Add an opening note title and note text if there's something the team should see right away (e.g. Allergic to ammonia, Prefers Anna). Beverage and product preferences are added later from the client's detail page using Manage preferences.

Cleaning up duplicates

A built-in merge action isn't shipped yet. If you find two records for the same person, the practical options today are:

• Keep the record with more history (bookings, notes, intake answers) as the surviving record.
• Open the duplicate and use Anonymize client from the Danger zone at the bottom of the detail page — this is the GDPR-compliant action that strips identifying details so the duplicate stops cluttering search without dropping the historical bookings.
• Use Export client data from the same danger zone if you need a copy before anonymizing.

Bulk export

From the Clients page header you can export the full list to CSV — useful for backups or when migrating to another system.