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. In a phone’s browser, the profile is laid out like the iPhone app: Book, Message, and Invite side by side, four numbers (visits, lifetime, avg ticket, and last visit), and a Profile tab first. The Profile tab holds the client’s contact details, whether she agreed to texts (with Record consent), whether she agreed to your cancellation policy, who she’s attributed to, and her allergies. The pencil at the top right edits the profile, and the camera on the photo changes it. 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.Changes a client suggests
A returning client can update her own name or email while she books online. Her profile keeps what you have on record, and the change appears near the top of the profile under suggested by her name, showing the new value and the current one. Choose apply to update the profile, or dismiss to keep it as it is. The appointment itself shows that she suggested a change, and her confirmation email goes to the address she typed. Client attribution identifies the stylist responsible for the relationship. Owners, admins, stylists, assistants, 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, plus any client another stylist shares with them. Below, the tabs carry the real history: Appointments, Formulas, Photos, Notes, Forms, and, for teammates who manage saved cards, Card on file. 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, recent transactions, and lifetime totals follow the same rule, so a stylist’s or 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. A client shared with you shows the history, notes, formulas, and photos of the stylist who shared it, without the prices and tips of their visits.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?” On iPhone and iPad, the profile’s Appointments tab lists upcoming visits first, soonest first, then past visits for this year and each earlier year. Each row shows the date, services, stylist, and time, with Requested or Cancelled where it applies and the price on past visits. Visits brought in from your previous software appear the same way they do on the web. Tap a row to open the appointment. Show earlier appointments loads older visits. Dates and times follow your salon’s time zone. A booth renter sees their own appointments with the client. A cancelled or missed visit also shows where its cancellation or no-show fee stands, and lets the people who decide fees settle it for 14 days: in the profile’s Appointments on the web, and on the appointment itself on the web, iPhone, and iPad.Formulas
The Formulas tab is a real formula book, not a notes field. Each formula has a name, its bowls with the products and amounts in each (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. On the web, clear the ratio or the notes in the editor and save to remove them. Each visit keeps its own bowls as its formula. Save them to the profile from the appointment with save bowls as a formula, and start the next visit from them with repeat today; see Create and manage appointments. Formulas recorded on visits before bowls were written into those visits’ notes, with their name, ratio, every product and amount, and their application notes. Editing or deleting a saved formula never changes what a past visit shows.Notes and allergies
The Notes tab holds two kinds of memory:- Notes: a running thread, newest first. 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.
The notes thread
Type in Add a note at the top of the tab and choose Add note. Each note shows who wrote it and when, so the whole team can follow the story of a client one entry at a time. On the web, the newest five notes show first, and the button beneath them brings in the earlier ones. Notes brought over from your previous software show as Imported. To change a note, open the three-dot menu beside it and choose Edit. The note opens in place; choose Save to keep your changes or Cancel to leave it as it was. Delete asks first, then removes the note for everyone. You can edit and delete the notes you wrote. Owners and admins can edit and delete every note. Who reads and adds to a client’s notes follows the stylists who work with her: the stylist she is attributed to and any of the salon’s stylists with an appointment with her read the thread and add to it, and owners and admins do so for every client. An assistant reads and adds to the notes of the clients of every stylist they assist. Booth renters add notes to their own clients. A stylist a client is shared with reads the notes. When the salon uses one client list for everyone, the whole team, front desk included, reads and adds to every client’s notes. A note typed while adding a new client becomes the first note of her thread.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.
Forms
The profile’s Forms tab holds what she has sent back and what is still outstanding, so waivers and consultation answers stay attached to the person they belong to. Open a completed one to read it in full. Building and sending those forms is its own guide: Forms. When a form question is mapped to Allergies, approval or completion of a personalized request adds only allergy names that are not already present. Existing severity and notes stay intact. Other mapped contact answers fill blank fields; a different non-empty value waits for someone on your team to confirm it on the submission.Card on file
On the web, the profile’s Card on file tab shows the card a client saved with your business: the brand, the last four digits, and the date it was saved. In the iPhone and iPad app, the card on file sits above the profile tabs. No card yet? There are two ways to get one: Add card when the client is with you or on the phone, or Request card to send her a link.Add a card yourself
On the web, choose Add card, type the card into the secure card fields, and choose save card. Nothing is charged, and the client isn’t sent anything. The card goes on file with the same cancellation policy terms as a card she saves herself, so fees work the same way. If the card is declined, the reason shows under the card fields so you can try another card. Some banks want the cardholder to approve a new card herself. When that happens, Sable says so and offers request card, so she can finish it from her own phone. To swap the card on file, choose Replace card. Sable asks first (for example, “Replace Priya’s Visa ···· 4242?”), then opens the same card fields under replace card. The old card stays on file until the new one is saved. A booth renter can add a card for a client who has none; replacing or removing the salon’s card stays with the salon.Request a card
Choose Request card. Pick how the link travels, email, text, or both, or use copy link to send it yourself. A way of reaching the client that isn’t available stays in view, greyed out, with the reason. With no email or mobile number on file, add one right there and choose save and send. The client opens a short, secure page with your salon’s name: Add a card on file, and Nothing is charged today. They enter their card, tick I agree to the cancellation policy (your policy is one tap away), and choose Save card. The card then covers their upcoming appointments at your salon, and the person who sent the request is notified. Until the card is saved, the profile shows Card requested with Resend, Copy link, and Cancel request, and you can still Add card yourself. A link works for 30 days and saves one card. Afterwards, Request new card replaces the saved card with one the client enters, and Remove card takes it off file. On iPhone and iPad, request card opens the same choices as a sheet, and copy link puts the link on your clipboard, ready to paste into a message. A client with a card on file also agrees to your current cancellation policy when they confirm an appointment through their confirmation link.Cancellation policy agreement
When your salon has a cancellation policy, the profile shows whether the client agreed to it, right under the texts line on the web and after the texts row on iPhone and iPad:- Cancellation policy: agreed Oct 30 means she agreed when she saved her card (online booking, a card request link, or her confirmation page). View opens the policy exactly as she saw it when she agreed, even if you’ve edited your policy since.
- Cancellation policy: card saved by staff Oct 30 means someone on your team added the card for her. View shows the policy the card was saved under.
- Cancellation policy: not agreed means there’s no agreement on file, for example no card yet or a card that was removed. Request card sends her a link to save a card and agree.