Salone Help

Add and manage clients

Updated · 2 min read

Add a client, avoid duplicates, find clients fast, and see every order and task for a client in one place.

On this page
  1. Find a client
  2. Add a client
  3. Salone warns you about duplicates
  4. The client page
  5. Delete a client
  6. Good to know

Every order belongs to a client, so the client usually comes first. This article shows how to add a client, find one, and keep their details right.

Find a client

Click Clients in the left-hand menu. The list shows each client's name and contact person, phone, email and number of orders.

The Clients list

The Clients list

Type in Search clients… to filter by name, contact person, phone or email. Click a row to open the client.

Add a client

Start a new client

On the Clients page, click + New Client at the top right.

Fill in the details

  • Client Name is the only required field. Many showrooms use the household or project name, for example "Hartwell Residence".
  • Contact Person is the person you deal with.
  • Phone and Email.

If your showroom added custom client fields, they appear below.

Save

Click Create client. You land on the new client's page.

Salone warns you about duplicates

While you type, Salone checks your existing clients:

  • "This looks like an existing client" appears when the phone or email matches someone you already have. The button changes to Create anyway.
  • "A client with this name already exists" appears when only the name matches. Common surnames repeat, so check before you create.

Both warnings let you open the existing client instead. Salone has no way to merge two clients later, so it is worth a quick look.

The client page

Open a client to see everything about them in one place:

  • The details form. Change anything and click Save changes.
  • Tasks. A to-do list for this client, with an assignee for each task. See Tasks.
  • Orders. Every order for this client. Click + New Order here to start an order for this client without picking them again.

Delete a client

At the bottom of the client page, click Delete client and confirm.

Good to know

  • Any team member, admin or not, can add, edit and delete clients.
  • Changing a client's email does not change quotes you have already sent. Each quote keeps the email it was sent to. Send a new quote if needed.
  • In rare cases a client can't be deleted. If that happens, contact support@salonecrm.com.