Creating a client record
Updated on 2026-08-22
Where do I find it?
In the menu under Klanten → Klanten (Clients → Clients). The button to add a new client is at the top right.
You can also create a client in one go from the calendar: in the Nieuwe afspraak (new appointment) window, just type a name into the client field. That name becomes the first name of a new record; you fill in the rest here later.
The form
No field is mandatory. So you can save a record with nothing but a first name. A record without a name is listed as Naamloze klant (unnamed client).
Wie — who
| Field | Notes |
|---|---|
| Voornaam (first name) | |
| Achternaam (last name) | |
| Geslacht (gender) | Vrouw or Man (female or male) |
| Geboortedatum (date of birth) |
Contact
| Field | Notes |
|---|---|
| Gsm (mobile) | In internationaal formaat: +324… — in international format: +324… |
| Vast nummer (landline) | |
| the address where confirmations and reminders arrive | |
| Taal (language) | Nederlands, Frans or Engels (Dutch, French or English); Dutch by default |
The language decides which language the client's emails are sent in, and which language the customer portal opens in.
Adres — address
Three fields — Straat en nummer (street and number), Postcode (postcode), Gemeente (town) — in a section that is collapsed by default.
Afspraken maken — making appointments
| Field | What it does |
|---|---|
| Vaste medewerker (regular staff member) | is suggested when booking online |
| Topklant (top client) | a marker for yourself |
| Voorschot verplicht (deposit required) | Voor klanten die eerder niet kwamen opdagen. — for clients who failed to show up before. |
| Geblokkeerd voor online boeken (blocked from online booking) | this client can no longer book on their own |
| Mag e-mail ontvangen (may receive email) | on by default; off means no confirmation and no reminder |
| Mag sms ontvangen (may receive SMS) | off by default |
Careful: HairConnect sends no SMS at all. The checkbox stores the client's consent, nothing more.
The Voorschot verplicht checkbox is not enforced anywhere in online booking today either. It is a note to yourself.
If you switch on Geblokkeerd voor online boeken, that client reads on the booking page: Online booking is not possible for this address. Please contact the salon.
The list
Sorted on last name by default — that is how you search at the desk.
| Column | Contents |
|---|---|
| Klant (client) | last name first, with the email address underneath |
| Gsm | with a small copy button |
| Gemeente (town) | |
| Bezoeken (visits) | the number of appointments |
| Vaste medewerker (regular staff member) | |
| Top and Geblokkeerd online (blocked online) | hidden by default; switch them on through the columns menu |
You can search on first name, last name and email address.
Filters: Geblokkeerd voor online boeken, Topklant and Zonder e-mail én gsm (without email and mobile) — that last one is handy for cleaning up your file.
Clicking a row opens the record, not the form. Nine times out of ten you want to see the colour formula, not change something. For the form you use Bewerken (edit).
Archiving a client
The Verwijderen (delete) button on the edit page archives the record: it disappears from the list, but eight years of appointment history stay in place. On the record of an archived client you read Deze fiche is gearchiveerd via het migratie-overzicht. — this record was archived through the migration overview.
If you really want to erase, use Definitief verwijderen (delete permanently). Herstellen (restore) brings an archived record back.
What ends up in the audit log
Changing and deleting a record is recorded, along with which fields changed. Creating is not — that happens for every new client and says nothing.
Colour formulas do not go into the audit log. They are the most sensitive data in the software, and copying them to a second table would give them a different retention period — exactly what you don't want when a client asks to be erased.
Frequently asked questions
Can I edit or delete several clients at once? No. There are no bulk actions on the client list.
Why is there a client with an odd name like "levering droogkast" in my file? That one comes from Optios, where such things were noted down as a client record. Look under Migratie → Opkuisvoorstellen (Migration → Cleanup proposals): HairConnect suggests archiving them there, keeping the calendar blocks attached to them.