Manage client profiles
Keep useful contact, preference, and visit context while minimizing sensitive data.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
Search before creating a new profile to reduce duplicates.
- 2
Confirm contact details directly with the client.
- 3
Record only service-relevant preferences and approved nail-history context.
- 4
Respect the client's media, messaging, and privacy choices.
- 5
Correct outdated information when the client or an authorized salon user requests it.
The manage client profiles workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Salons control their client relationships and must follow applicable privacy and recordkeeping obligations.
- Do not use Pinsot to diagnose conditions or collect unnecessary medical information.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.