Managing Client Information - 2:37 mins.

In this video tutorial we will be looking at how to Manage Client information using the iPhone app Mychair
First lets look at how to add a new client. We start by touching the Plus sign, this brings up the Name form. First Provide the clients First and Last Name

Then touch Save, next you will see the client detail screen, Here you can add phone numbers & email address. Having this information is very important to the success of using MyChair to communicate with your clients.

Other information that you can track includes Birthday & Anniversary, allergies, Gender and their formula. The default Gender is Female.

The Communicate field allows you to record how the client prefers to be contacted. This is important to note as its used in the communications area of the app, plus you don’t want to send text messages someone that doesn’t subscribe to text messaging.

You can also select who referred this client; the referring person must be an existing client in MyChair.
The text in the comments field can be searched from the client list search bar.

You can also select a picture or take a picture if you device has a camera. In the last area you can review the number of people that the client has referred.

To delete a contact, go to the contact list then select Edit from the top left corner, then use the red dash to delete the contact.

If you already have your clients contact information in your iPhones Address book, you can import them by using the Import from Address Book located in the options area. This feature will only import one selected contact at a time. The Address book Importer imports the Photo, Contacts Name, Mailing Address, Phone numbers, email address, birthday, Anniversary, and Note. After you import a contact its important to review the contact info in MyChair and set the communications & gender. Gender defaults to Female.

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