Adding Colour Cards
You can add colour cards in Aimy in several ways:
From the appointment:
Click on the appointment and under “Latest report” click the + icon.
From the client card:
Go to the menu and navigate to Clients > Clients.
For each client, there is a “Reports” tab.
When you open this tab, you can click the “New report” button to add a new colour card.
Viewing Colour Cards
Colour cards can be found in the client card under the “Reports” tab.
There are several ways to access them:
From the appointment:
Click on the appointment and then click the book icon under “Latest report”.
Via the Clients section:
Go to Clients in the main menu, search for the relevant client, and click on them.
Then go to the “Reports” tab again to view the colour cards.
Quickly viewing the latest colour card
There are a few shortcuts to quickly see the client’s most recent colour card:
Click on the appointment: on the right side of the screen, the latest report for that client will be displayed.
Or go to Clients > Reports in the main menu.
Here you can view the latest colour cards for appointments on a specific day.
(Note: you must select which treatments you want to view reports for, via Actions in the top-right corner).
Printing Colour Cards
Colour cards can be printed from the Clients > Reports page, either:
As a PDF, or
Through a receipt printer
Both options appear as buttons on this page.
Only the reports/colour cards from the selected day will be printed or exported as PDF.
Important!
To use the receipt printer, it must first be connected to Aimy.
Please contact Aimy support to set up this connection.