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Version: 2.0

Managing Clients

This section is where you manage your client database

Adding a Client​

To add a single client manually, click New Client and fill out the necessary client information in the form.

The First Name, Last Name and Email fields are required

Importing Clients .CSV file​

We've made it easy to import your entire client database directly into Vish. Your salon management software likely offers a function to export your client database to a .csv file. Prior to importing your client database .csv please ensure it follows this format: customer-template.csv

  1. Click the More Options icon
  2. Select Import CSV
  3. Click the Upload icon
  4. Browse your system to find the correct file
  5. Select Open to begin upload

This may take a while depending on the database size and connetion speed

Merging Clients​

The Client Merge feature is used to combine duplicate client accounts. Duplicate accounts are sometimes created when data has been imported from multiple sources, or when a single client has been manually added multiple times. Each of these duplicate accounts may have separate appointment histories that you may want to aggregate into one account. You may merge multiple accounts into a single account by following these steps:

  1. Locate the client accounts you would like to merge by using the search, located in the top right, or by navigating the client list.
  2. Click the checkbox to the left of each client name you would like to merge.
  3. Once all duplicate accounts have been selected, click the Merge button to the right of the client search

    Note: At least two clients must be selected before the option to merge becomes available.

  4. The Merge panel will expand and you will be prompted to set one client as Primary. By default the first client selected will be set as Primary. See the rules below for merging client accounts.
  5. Once your Primary account has been selected, click the continue button to execute the merge.
  6. All account histories will now be merged into the Primary account and all non-primary accounts will be deleted.

When merging clients, the following rules apply:

  • All clients' history will be merged into the primary
  • Information will be combined where no duplicate data exists
  • For duplicate information, the primary account will be used
  • All clients except the Primary will be removed