Can I create more than one patch test for a client?

Yes, you can perform multiple patch tests for a client. Each text will be stored in their client profile and remains valid for 6 months.

Is it possible to extend a patch test's expiration date?

No, each patch test is automatically set to expire at 6 months, this setting cannot be adjusted.

Can I add a patch test to an appointment, even if the service doesn’t require one?

Yes, patch tests can be added to a client’s profile and will show up on their client card within an appointment. However, if the service isn’t set to require a patch test, any added tests will not be linked directly to that appointment or service.

What happens if a client confirms they have a valid patch test when booking online?

When a client confirms a valid patch test during the online booking, they can proceed to schedule their appointment without further patch test notifications. If the patch test is not recorded in the client's profile, a "Patch test confirmation required" alert will prompt you to add the patch test details or contact the client to arrange a new patch test if necessary.

Can any team member add and manage client patch tests?

Team members will need permission under "Customers" to view client patch tests when booking appointments. To add or edit patch tests, they will need permission under "Can see client contact info".

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Add and manage client patch tests

Add and manage client patch tests

Guarantee your clients' safety by incorporating patch testing for certain services to spot allergies. Learn how to set up patch test requirements for services and keep track of results, making them easily accessible across client profiles and appointments.

How patch tests work

When offering clients specific treatments, it may be legally required to perform a patch test at least 48 hours before the appointment to check for any allergies or reactions.

To help make sure patch tests are never missed, you can set patch test requirements for specific services, ensuring clients and your team members are informed ahead of the appointments.

When booking a service online that requires a patch test, clients will be prompted to confirm if they have a valid patch test. If the client confirms that they don't have a valid patch test, a notification will alert them to complete one in-store at least 48 hours before their appointment.
When adding an appointment that requires a patch test to your calendar, you'll see an alert on the service that has the patch test requirement.

Enabling patch test alerts

Desktop
Mobile

To enable a patch test requirement for specific services:

Open the Catalog and select Service menu.
Create a new service or click on an existing one.
Select Settings from the menu.
Check the box next to Require patch test.
Click Save.

Once enabled, a patch test requirement will show whenever you create appointments or when clients book these services online. This requirement will also be noted in the client's appointment confirmation email.

To enable a patch test requirement for specific services:

Open the Catalog and select Service menu.
Create a new service or tap on an existing one and select Edit.
Scroll along to Settings from the menu.
Check the box next to Require patch test.
Tap Save.

Creating client patch tests

You can easily add or update patch tests through a client’s profile, and specify details like the test date, tester, status, and additional notes. The test results are conveniently accessible in the client's profile.

Desktop
Mobile

To create patch tests for clients:

Open the Clients list and select a client.
In the client profile, select Documents and then Patch tests.
Click Add and fill out the following patch test details:
1. Title:
  Give the patch test a specific name to indicate its purpose. For example, "Tint patch test."
2. Tested:
  Select the date the patch test was performed using the dropdown. Remember, patch tests are valid for 6 months from this date, after which they expire.
3. Tested by:
  Choose the team member who performed the patch test from the dropdown.
4. Status:
  Set the test's status based on the current outcome:
5. Description:
  Add any additional notes about the test, such as the time of application and any reactions observed.
Click Save.

The most recently added patch test will be visible on the client’s profile and under upcoming appointments with services that require a patch test.

To create patch tests for clients:

Open the Clients list and select a client.
In the client profile, under Documents select Patch tests.
Tap Add and fill out the following patch test details:
1. Title:
  Give the patch test a specific name to indicate its purpose. For example, "Tint patch test."
2. Tested:
  Select the date the patch test was performed using the dropdown. Remember, patch tests are valid for 6 months from this date, after which they expire.
3. Tested by:
  Choose the team member who performed the patch test from the dropdown.
4. Status:
  Set the test's status based on the current outcome:
5. Description:
  Add any additional notes about the test, such as the time of application and any reactions observed.
Tap Save.

The most recently added patch test will be visible on the client’s profile and under upcoming appointments with services that require a patch test.

Managing patch tests

Keeping track of patch tests is key to making sure you stay compliant and safe.

Updating patch tests

Desktop
Mobile

To update or change the status of a patch test:

Open the Clients list and select a client.
Click on the most recent patch test shown on the client card, or select Documents and then Patch tests to find the specific test.
Update the patch test details as needed.
Click Save.

To update or change the status of a patch test:

Open the Clients list and select a client.
Tap on the most recent patch test shown on the client card, or under Documents select Patch tests to find the specific test.
Update the patch test details as needed.
Tap Save.

Deleting patch tests

Desktop
Mobile

To delete a patch test:

Open your Clients list and select a client.
From the client card, click on the most recent patch test or select Documents and Patch tests to locate the relevant one.
Click on the bin icon.
Select Delete to reconfirm.

To delete a patch test:

Open your Clients list and select a client.
From the client card, tap on the most recent patch test or under Documents select Patch tests to locate the relevant one.
Tap on the bin icon.
Select Delete to reconfirm.

It's not possible to delete a patch test once it has expired.

FAQs

- Can I create more than one patch test for a client?
- Is it possible to extend a patch test's expiration date?
- Can I add a patch test to an appointment, even if the service doesn’t require one?
- What happens if a client confirms they have a valid patch test when booking online?
- Can any team member add and manage client patch tests?

Add and manage client patch tests

How patch tests work

Enabling patch test alerts

Creating client patch tests

Managing patch tests

Updating patch tests

Deleting patch tests

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