Documentation Index
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Overview
The Client Management module is Beils Dashboard’s comprehensive CRM (Customer Relationship Management) system designed specifically for beauty centers. It provides a centralized location to manage all client information, track their service history, store legal documents, and maintain detailed health questionnaires.Key Features
Client Database
- Complete Client Profiles: Store comprehensive information including personal details, contact information, address, birth date, gender, and government-issued ID documents (DNI, Passport, or NIE)
- Smart Search: Quickly find clients by name, email, phone number, or document number
- Status Management: Track client status (Active/Inactive) to manage your active customer base
- Client Activity Metrics: View at-a-glance statistics showing number of appointments booked and consent documents signed
Document Management
Consent Documents Maintain legal compliance by storing signed consent forms:- Upload and associate consent documents with client profiles
- Track signature dates and document status (active/inactive)
- Store document URLs for easy retrieval
- Add custom notes to each consent record
- View complete consent history for audit purposes
- Create custom questionnaire forms with flexible JSON schema
- Track when questionnaires were completed
- Store responses for reference during service delivery
- Maintain historical records of client preferences and conditions
Client Profile Details
Each client profile is organized into four main sections accessible via tabs:Personal Information
- Complete demographic data (name, birth date, gender)
- Full address details (street, city, postal code, country)
- Contact information (phone, email)
- Document verification (type and number)
- Registration date tracking
Consents
A dedicated view showing:- All signed consent documents
- Document names and download links
- Signature dates and current status
- Quick access to view or download PDFs
Questionnaires
Healthcare and beauty assessments including:- Questionnaire titles and completion dates
- Structured response data
- Ability to view detailed answers
- Historical tracking of client responses
Appointment History
Complete booking records showing:- Past and upcoming appointment dates and times
- Service or pack details for each booking
- Appointment status (pending, confirmed, completed, cancelled, no_show)
- Duration and assigned staff member
User Workflows
Adding a New Client
- Navigate to Clientes from the main menu
- Click the Nuevo Cliente button in the top-right corner
- Fill in the client form with required information:
- Personal details (name, surname, email, phone)
- Address information (street, city, postal code, country)
- Document details (type: DNI/Passport/NIE and number)
- Birth date and gender
- Optional: Profile avatar
- Click Save to create the client record
- The new client appears immediately in the client list
Editing Client Information
- From the client list, locate the client you want to edit
- Click the Edit icon (pencil) in the Actions column
- Update any fields in the client form
- Click Save to apply changes
- The updated information is immediately reflected in the profile
Viewing Client Details
- From the client list, click on the client’s name or the Ver Perfil (View Profile) icon
- The detailed profile page opens showing:
- Client header with name, status badge, and initials avatar
- Contact information summary (email, phone, document)
- Tabbed interface for different information sections
- Switch between tabs to view:
- Información Personal: Location and demographic data
- Consentimientos: All signed legal documents
- Cuestionarios: Health and beauty assessments
- Historial de Citas: Complete appointment history
Managing Client Status
- Edit a client’s profile
- Change the Status field between:
- ON (Active): Client appears in searches and can book appointments
- OFF (Inactive): Client is archived but data is preserved
- Save changes
- Status is reflected with color-coded badges (green for active, red for inactive)
Deleting a Client
- From the client list, click the Delete icon (trash) for the client
- Confirm the deletion in the warning dialog
- Note: This action permanently removes:
- Client profile and personal information
- Associated consent documents
- Linked questionnaires
- Cannot be undone
Business Benefits
Regulatory Compliance
- Store and manage legal consent documents required for beauty treatments
- Maintain audit trails with signature dates and document status
- Keep organized records for inspections and compliance reviews
- Track document history for legal protection
Improved Customer Service
- Access complete client history instantly during appointments
- Reference past questionnaires to provide personalized service
- Track client preferences and treatment history
- View appointment patterns and booking frequency
Operational Efficiency
- Quickly find client information with powerful search
- Reduce administrative time with centralized data management
- Eliminate paper forms with digital questionnaires
- Streamline check-in process with rapid client lookup
Business Intelligence
- Track total active clients in your database
- Monitor client engagement through booking statistics
- Identify inactive clients for re-engagement campaigns
- Analyze client demographics for marketing insights
Data Security & Privacy
- Secure storage of sensitive personal information
- Document-based consent management for GDPR compliance
- Controlled access to client data
- Status management for handling client revocations
The Client Management system uses the
User model with role: USER to distinguish clients from staff members. All client records are linked via user_id to enable tracking across appointments, carts, debts, and documents.