products > Client Management

Keeping it personal keeps clients coming back

Customize appointments using client profiles that include info on past visits, previous purchases, social profiles, and more.

Client Management Hero

Automatically save client details

New client profiles are created during online booking or through the front desk. Details are added and instantly saved so you can track ongoing history.

  • Search clients by location, provider, referral source, first and last appointment, and more
  • View previous appointments to recommend their next appointment timeframe
  • Add suggested products to client profiles based on previous purchases for upsell opportunities

Total lifetime value at a glance

We track all the quick stats so you can view each client's total appointments, show rate, and average visits all with a simple click.

Add a personal touch

Easily accessible client info and preferences allows you to make each appointment special and personalized before they even arrive.

  • View client social profiles to see their most recent look
  • Review accommodation notes to ensure everything is accounted for
  • Create and add emoji tags to playfully highlight client attributes