How to create a patch test on a Client Card

This article outlines how to record that a client has had a patch test by adding it to the client card.

Go to Clients > Search for and double-click on a client's name to open their Client Card.   

Click Patch Tests, then click Add to create a new Patch Test.

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Enter in your Description (for example, the name of the service or the color the client is getting) > Select the Staff member that is performing the patch test > Select the Pass, Fail or Pending option, depending on the outcome > Click Save.

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The information will then be recorded on the Client Card for future reference.

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  Patch Test Prompt

To learn about enabling a Patch Test Prompt for your services, check out this guide.


In the New Clients Screen

Go to Clients and click on a client in your Client List to open their profile.

Open the Patch Tests tab, then click Add New to record a new patch test.

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Enter the patch test Description > Select the staff member who is carrying out the patch test > Choose the patch test status> Click Add New.

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The patch test record will then be saved to the client's profile.

Updating the Status

If you are yet to find the results of the patch test, set the status to Pending initially.

You can update the status later when you have the result by returning to the Patch Tests tab on the client's profile > Click the patch test > Update the status > Save.

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  Patch Test Prompt

To learn about enabling a Patch Test Prompt for your services, check out this guide.

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