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-03

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
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