Reading the record
Updated on 2026-10-02
In Klanten → Klanten (Customers → Clients), click a row. You land on the record, with the client's name as the page title. Bewerken (edit) is at the top right.
The order of the blocks is not random: what you need to know before you start is at the top.
Let op — careful
This red block appears only when at least one note has been pinned — an allergy, a sensitive scalp, an earlier complaint. For every note you read the text, with underneath it who wrote it and when.
If there is nothing, there is no empty frame either. An empty yellow bar teaches you to look away, and then you miss the time there really is something.
See Notes.
Klant — client
Naam (name), Gsm (mobile), E-mail (both with a copy button), Adres (address), Postcode (postcode), Gemeente (town), Geboortedatum (date of birth), Vaste medewerker (regular staff member) (or Geen voorkeur — no preference) and Taal (language).
Bezoeken — visits
| Field | What it means |
|---|---|
| Bezoeken (visits) | the number of appointments, counted live |
| Laatste bezoek (last visit) | the most recent appointment in the past, or Nog nooit geweest (never been) |
| Tegoed (credit) | this client's outstanding credit |
| Klant sinds (client since) | the month of the first appointment |
The number of visits is counted from the appointments themselves and not from a stored figure. That way it always matches what is actually in the calendar — a counted figure cannot go stale or drift.
Tegoed bijzetten en terugbetalen — adding credit and refunding
At the top of the record there are two buttons for the owner and the manager. A staff member does not see them.
Tegoed bijzetten (add credit). Choose why, the amount, optionally the receipt it is about, and write an explanation — it is required: without an explanation nobody knows later where the credit came from.
| Why | What happens |
|---|---|
| Te veel betaald (overpaid) | The client paid more than they owed. The credit goes on the record, the receipt stays as it is. Revenue and VAT do not change — nor do the daily takings. |
| Commerciële tegemoetkoming (goodwill gesture) | A gesture towards the client: the sale becomes cheaper after the fact. That does lower revenue. A closed receipt never changes, so a correction receipt dated today is created: a discount per VAT rate of the chosen receipt (pro rata, like a discount at the till) and a line Tegoed bijgezet (credit added) for the same amount. Total zero: no money crosses the counter. Revenue and VAT go down on the day of the gesture, in the reports and in what goes to the accountant. The receipt is required here. |
Terugbetalen per overschrijving (refund by transfer). Only visible when the client has credit that is not yet in a refund. You choose the amount and fill in the account number the client gave you; it is checked against its check digits and is also saved on the record. HairConnect transfers nothing: you do that yourself in your bank, with the structured communication the screen gives you.
The credit only goes down once you confirm the refund: by matching the outgoing line on your bank statement, or by hand. See Matching bank transfers.
Under Tegoed en terugbetalingen (credit and refunds) on the record you see what was added by hand, why, and where each refund stands. It is on the receipt at the till too.
Afspraken maken — making appointments
A collapsed block with five checkboxes: Topklant (top client), Geblokkeerd online (blocked online) (red when on), Voorschot verplicht (deposit required), Mag e-mail (may receive email) and Mag sms (may receive SMS).
The three tabs
At the bottom of the record are three tabs, in a hairdresser's reading order: first what you open the record for, then what was agreed, then the history.
- Kleurformules — colour formulas
- Opmerkingen — notes
- Afspraken (appointments)
The Afspraken tab
The visit history: Datum (date) (with the time underneath), Diensten (services), Door (by) and Status.
Look, don't change. There are no buttons here: you move appointments in the calendar, not in a table. You can filter on status though: Geboekt, Bevestigd, Aanwezig, Afgewerkt, Niet gekomen, Geannuleerd (booked, confirmed, present, finished, no-show, cancelled).
If there is nothing yet: Nog geen afspraken — Zodra deze klant in de agenda staat, verschijnt het bezoek hier. — no appointments yet — as soon as this client is in the calendar, the visit appears here.