How to Use ClickUp as a Salon CRM

ClickUp can power your entire salon CRM workflow, from client tracking and bookings to marketing and team management, all in one organized workspace.

This step-by-step how-to guide shows you exactly how to set up a salon customer relationship management system using the features described in the original ClickUp salon CRM overview.

Step 1: Plan Your Salon CRM Structure in ClickUp

Before building anything, decide how you want to organize your work inside ClickUp.

1. Create a Workspace for your business if you do not have one yet.

2. Within that Workspace, create a Space named something like Salon Operations or Salon CRM.

3. Inside the Space, plan separate Folders or Lists for:

   • Clients and memberships

   • Appointments and services

   • Staff and schedules

   • Marketing and promotions

   • Inventory and supplies

This simple hierarchy keeps ClickUp easy to navigate as your salon grows.

Step 2: Build a Client Database in ClickUp

Use ClickUp tasks and Custom Fields to create a flexible client database that rivals dedicated salon CRM apps.

Set up a Client List in ClickUp

1. Create a new List named Clients inside your Salon CRM Space.

2. Switch the view to Table View so your tasks resemble a spreadsheet.

3. Add each client as a separate task with the client’s name as the task title.

Add Custom Fields for Salon CRM Data

In the Table View, add Custom Fields to store key information about each client:

• Phone number and email

• Preferred stylist or technician

• Preferred services (e.g., color, facial, nails)

• Membership level or package type

• Last visit date

• Birthday or special dates

• Loyalty points or visit count

With these Custom Fields, ClickUp becomes a searchable salon CRM where you can filter and sort clients by preferences, loyalty, or last visit.

Step 3: Track Appointments and Services in ClickUp

Next, set up a simple appointment management flow that connects to your client records.

Create an Appointment List in ClickUp

1. Add a List named Appointments in the same Space as your Clients List.

2. Add statuses that reflect appointment stages, such as:

   • Requested

   • Confirmed

   • Completed

   • No-show / Canceled

3. Create a task for each appointment with:

   • Client name in the title

   • Date and time using the Due Date field

   • Service type using Custom Fields or tags

   • Assigned staff member as the task assignee

Use Calendar View in ClickUp for Scheduling

Turn the Appointments List into a visual calendar with the built-in Calendar View.

1. Add a Calendar View to the Appointments List.

2. Drag and drop appointment tasks to change dates or times.

3. Use color-coding (via Custom Fields or tags) to distinguish services or staff members.

This gives you a clear salon schedule in ClickUp that updates automatically as appointments move through their statuses.

Step 4: Manage Staff Workflows in ClickUp

You can organize staff schedules, tasks, and performance tracking directly in ClickUp.

Create a Staff List in ClickUp

1. Add a List called Staff & Schedules.

2. Create tasks for each staff member or for recurring responsibilities (e.g., open salon, closing checklist, deep cleaning).

3. Use Custom Fields for:

   • Role (stylist, colorist, esthetician, receptionist)

   • Shift times

   • Commission rate or targets

Assign Work Using ClickUp Views

Use different views to organize work for your team:

• Board View to see work by status.

• List or Table View to see tasks by staff member.

• Calendar View to plan staff coverage around appointments.

This keeps everyone aligned and reduces scheduling conflicts.

Step 5: Run Salon Marketing in ClickUp

Marketing campaigns become easier when managed in the same CRM system as your clients.

Set Up a Marketing List in ClickUp

1. Create a List named Marketing & Promotions.

2. Add tasks for each campaign, such as:

   • Monthly email newsletter

   • Social media posts for new styles

   • Holiday promotions and bundles

   • Referral program updates

3. Use start and due dates, assignees, and checklists for each campaign task.

Leverage Client Data from ClickUp

Because your client information lives in ClickUp, you can:

• Filter clients by last visit date to target reactivation campaigns.

• Identify top members for VIP offers.

• Tag clients based on interests for more relevant outreach.

Link campaign tasks to client tasks using relationships so your team can see which efforts bring clients back.

Step 6: Use ClickUp Views and Dashboards for Insights

Turn your salon CRM data into insights with ClickUp views and dashboards.

Create Saved Views in ClickUp

For each List, create saved views tailored to daily salon work, such as:

• Active Clients view showing only recent visitors.

• Overdue Appointments view for pending follow-ups.

• Upcoming Promotions view for the next 30 days of marketing.

Build Simple Dashboards in ClickUp

Use Dashboards to see salon metrics at a glance:

• Number of appointments this week.

• New clients added this month.

• Campaign tasks in progress vs. completed.

Dashboards help you quickly review performance and adjust your salon CRM strategy.

Step 7: Standardize with ClickUp Templates

Templates help you repeat successful workflows without rebuilding them each time.

Save Lists and Tasks as Templates in ClickUp

1. Configure a List (for example, Appointments or Clients) with the statuses, Custom Fields, and views you want.

2. Save the List as a template so you can reuse it for additional branches or franchise locations.

3. For recurring processes, such as new client intake or monthly campaigns, save individual tasks as templates.

This keeps your salon CRM consistent across teams and locations while saving setup time.

Step 8: Connect ClickUp with Other Tools

Your salon may already rely on other apps. Connect them to ClickUp to avoid double work.

• Use built-in integrations or automations to sync data where possible.

• Link files from other systems (such as image assets for marketing) directly in tasks.

• Use comments and mentions to collaborate in context instead of switching tools.

This turns ClickUp into the central hub of your salon CRM stack.

Improve Your ClickUp Setup Over Time

As your salon grows, regularly review your ClickUp workspace and refine Lists, fields, and views based on what your team actually uses.

If you need broader workflow or automation strategy beyond salon CRM, you can also learn from optimization specialists at sites like Consultevo, then apply those ideas inside your ClickUp workspace.

By following these steps, you will have a practical, scalable salon CRM built entirely in ClickUp, giving you better visibility into clients, staff, and marketing in one place.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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