Software for salon owners
Pick up the conversation before the cape goes on.
A returning salon client should not have to explain every practical detail again. The agreed service, usual contact method and previous invoice can all help you prepare for the next visit. Microtra provides a business record around the Client and Appointment, while your consultation and professional treatment decisions stay with the salon.
Make room for the real work.
- Consultation for a color change
- Regular cut and finish
- Root maintenance visit
- Highlights and toner
- Treatment added by agreement
- Event styling consultation
- Follow-up after a restyle
How it works.
Create a contact you can identify confidently
Save accurate contact details and practical preferences, including how to reach the person about a changed visit. Barber & salon setup uses Client and Appointment, with linked records off. Take care when similar names appear in the diary; confirming the right person matters more than collecting a long list of notes that nobody reviews.
See the clients featureRecord the service conversation in useful language
Keep the agreed work and practical visit notes beside the appointment: a consultation first, a cut after color, or extra time for an event finish. Describe changes clearly enough that another stylist can understand the business arrangement. Follow your own professional procedures for color formulas, patch testing, consent and sensitive information rather than assuming a general client note replaces them.
See the jobs featureConnect the next visit to available staff
Use service durations, buffers and staff availability when creating a booking inside the app. Review the client's requested work before offering a slot; a maintenance trim and a consultation-led color change have different demands. Confirm directly with the client, and reschedule the internal booking if the agreed plan changes.
See the bookings featureLeave a clear financial record of the visit
Prepare an invoice that identifies the services actually delivered, then share its PDF through your device. Record payments taken elsewhere and review the contact's invoice and payment history when a question arises. That record supports a specific conversation about a past visit without turning a remembered total into an uncertain explanation.
See the invoicing feature
What is still on the way.
The client portal and public online booking are coming soon; clients discuss arrangements directly with your salon.
Server email and SMS reminders are coming soon.
Useful answers.
What belongs in a salon client record?
Keep contact details, agreed service context and useful business preferences clear and concise. Apply your own professional recordkeeping process to treatment information and avoid storing sensitive details merely because a notes field is available.
Can this send salon marketing campaigns?
This page describes contacts, work, bookings and financial history. It does not promise a campaign builder, automated rebooking sequence or a substitute for managing communication consent.
Will the client see these records online?
The client portal is coming soon. Use your existing channels to discuss visit details and share the documents you intend the client to receive.
How does CRM differ from the salon diary?
The diary tells you when the visit is planned. The client record adds the contact and document context behind it, helping you understand the arrangement before creating or changing the next appointment.
Keep exploring.
Software for small business
Keep your hair salon day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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