Client Management
Keep contact details, preferences and previous visits close.
See the details behind each visit
Give your team context for the next conversation.
Create a useful profile
Record contact information and preferences relevant to your services.
Review visit history
See previous appointments and notes before the next conversation.
Keep details current
Update preferences and agreed next steps when details change.
In your business
Hair Salons
Keep visit details for cut & finish in your salon.
Frequently asked questions
What belongs in a client profile?
Start with the details your team needs to recognise and serve the client: contact information, service preferences, visit history and agreed next steps. Explore forms and notes.
How can a shared record support returning clients?
A shared record gives the next team member context before the conversation begins. Explore team collaboration.
Can I connect client records with messaging?
The useful connection is context: who you are contacting, what they last booked and what they asked you to follow up on. See calls and texts.