The Problem and Our Solution

Customer data is often scattered and hard to find. Many salons store customer data in Excel spreadsheets, notebooks, or different systems. This leads to lost information, untraceable customer history, and difficulty in providing personalized service.

MySalon.ch solves this problem with a central CRM system that brings together all customer data, booking history, and notes in one place. Each customer is automatically created when they book an appointment, and all information is stored centrally.

You can see the complete history of each customer at a glance, add notes, and always have access to all important information for personalized service. Combined with online booking, clients and appointments stay connected end to end.

Features & Functions

Central Customer Data Management

Store all customer data centrally: name, email, phone number, and marketing consent. All data is accessible and editable at any time.

Complete Booking History

See all past and future appointments of each customer at a glance. Status, service, employee, and appointment times are automatically saved.

See the customer at a glance—right on the appointment

On the phone or at reception you often need context fast: who this is, how often they come, what they have booked before, and any notes that matter. Instead of jumping between the calendar and the customer list, one click opens a clear summary next to the booking—revenue, visit frequency, contact details, email marketing consent, recent appointments and notes. If you use a digital loyalty card, you also see their progress. You stay on one screen and can tell that appointments and customer data truly belong together in MySalon.ch. For bigger changes (such as an address), you still open the full customer profile as usual.

Customer Notes

Add individual notes to each customer. Reminders, preferences, or important information remain always available.

Quick Search & Filters

Find customers quickly by name, email, or phone number. Filter by last visit or status for targeted customer care.

Automatic Customer Creation

New customers are automatically created when they book an appointment. No manual entry needed – the system recognizes existing customers by email or phone number. Online Booking.

Marketing Consent

Manage your customers' marketing consent GDPR-compliant. See at a glance which customers are reachable for marketing communication.

CSV Import with Preview

Import external customer data via CSV, use the guide and example file, and review the preprocessed preview before final import.

Benefits for Your Salon

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Complete Overview: All customer data in one place. No more searching in different systems or notebooks. You always have access to all important information. Integrate Team Management.
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Personalized Service: With complete history and notes, you can serve each customer individually. Remember preferences and offer suitable services.
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Time Savings: Automatic customer creation saves time during booking. Quick search finds customers in seconds. No more manual data entry needed. Online Booking.
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Customer Loyalty: Through personalized service and complete history, you can build long-term customer relationships. Customers feel valued and come back gladly.
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GDPR Compliance: Marketing consents are managed centrally. You can always see which customers are reachable for marketing and take appropriate measures.

Combine CRM with booking & checkout

Use customer management together with online appointments, POS and reminders – one flow for your salon.

How It Works

The CRM system is already integrated and works automatically:

1 Automatic customer creation When a customer books an appointment online, a customer profile is automatically created or an existing profile is recognized.
2 Manage customer data In the CRM area, you can view, edit all customer data, and add notes. The booking history is automatically updated.
3 Search customers Use the search function to find customers quickly. Filter by various criteria for targeted customer care.
4 Personalized service With complete history and notes, you can serve each customer individually and build long-term relationships.
5 Import CSV and review preview Upload external customer data, check field mapping and preprocessing status, then import with one click.

The CRM system is intuitive and requires no technical knowledge. All functions are immediately available and help you improve your customer relationships. Help & Setup Guide.

Frequently Asked Questions

Are customers created automatically?

Yes, when a customer books an appointment online, a customer profile is automatically created. The system recognizes existing customers by email or phone number and links new bookings to the existing profile.

Can I add notes to customers?

Yes, you can add individual notes to each customer. These are saved with date and author and help you retain important information for personalized service.

How can I search for customers?

You can search by name, email, or phone number in the CRM area. The system shows all matching results and you can directly access customer details.

How is marketing consent managed?

You can manage marketing consent for each customer. This information is stored GDPR-compliant and you can always see which customers are reachable for marketing communication.

Can I import existing customers via CSV?

Yes. During import, existing customers are matched by email first, otherwise by phone number and then updated. The preview shows in advance what will be created, updated, or flagged as duplicate.

Customer management for hair & beauty salons in Switzerland