Find a client
On the web, use Search clients to search by name, email, or phone. The filter button beside search opens status and sort options, plus an attributed stylist filter when you have salon-wide client access. clear filters resets those options while keeping your search text. On a phone, each row shows the client’s name, contact detail, and last visit. Tap the row to open the profile. add client stays in the top-right corner; the More client actions button holds import and export.Export your client directory
On the web, choose export from Clients. Select Current page to download the clients shown on that page, including your search and filters, or All clients to download your full accessible directory across all pages. All clients excludes archived records and follows your client-access permissions. Choose CSV for Excel, Numbers, or other spreadsheet programs for a spreadsheet-friendly file, or Plain CSV file for a standard UTF-8 CSV. Once the file is prepared, select export clients to download it. It includes client ID, first and last name, email, phone, status, last appointment, and creation date. Timestamps use UTC. Formula-leading text is protected with an apostrophe so spreadsheet apps treat it as text. You can cancel an export while it is being prepared; if it fails, the dialog stays open so you can try again.The profile at a glance
Open any client from Clients. The top of the profile is the essentials: photo, contact info, an Edit button, and the actions you’ll use constantly: Book appointment, Message, and Invite to book. Next to that, three numbers that tell you who you’re talking to: Visits, Lifetime spend, and Avg ticket. Use Edit to update contact details, set a birthday, or add a profile photo (you can crop it right in the app; no more sideways headshots). On iPhone and iPad, touch and hold the client’s name, contact information, or a profile note to select and copy it. When entering a customer phone number on iPhone or iPad, type the ten digits. Sable adds the parentheses and hyphen for you. You can also paste a number already formatted with spaces, punctuation, or a +1 country code. Client attribution identifies the stylist responsible for the relationship. Owners, admins, stylists, and front desk teammates can change it from the profile and filter the directory by attributed stylist. Booth renters see only clients attributed to them or clients who have an appointment with them. Below, five tabs carry the real history. Each stylist sees the work they recorded: their own appointments, formulas, photos, and intake responses, on every client they can open. Allergies remain visible to every stylist serving the client because they are safety information. Visit counts and lifetime totals follow the same rule, so a booth renter’s numbers describe their own work with that client. Owners, admins, and anyone with salon-wide access see the client’s complete history.Appointments
The full visit history: date, service, stylist, and price, with anything upcoming at the top. This is the fastest way to answer “when was she last in?” and “who did her color in March?”Formulas
The Formulas tab is a real formula book, not a notes field. Each formula has a name, its ingredients measured in grams (picked from your product catalog, with ratios when you mix by ratio), and room for application notes: timing, developer volume, the things you’ll want at 8 AM in six weeks. Duplicate a formula to tweak it for the next visit without losing what worked last time. Formulas also connect to appointments, so “what did we do in March” and “what exactly was in it” are the same lookup.Notes and allergies
The Notes tab holds two kinds of memory:- Notes: free-form. How they take their coffee, the divorce you should not ask about, the fringe experiment of 2025.
- Allergies: structured chips, added inline, each with an optional severity (mild, moderate, or severe). Allergies live here and not in a buried note because the stylist covering your Saturday needs to see “PPD, severe” without archaeology.
Photos
Before-and-afters, organized as Before, After, and Other. Upload from the profile, flip through them full-screen, and never again lose your best color work to your phone’s camera roll.Client photos are part of the client’s record. Get their OK before any photo leaves Sable for your
Instagram; the profile is memory, not a media library.