Client Management

Know Your Clients. Keep Them Coming Back.

Every booking automatically builds a client profile. Track visit history, preferences, and patterns — and use that knowledge to grow retention.

How It Works

Every new booking automatically creates or updates a client profile

Track visit history, preferred services, and specialist preferences

Use insights to follow up, spot loyal clients, and grow repeat business

Complete client history at a glance

Track preferred services and specialists per client

See visit frequency and date of last visit

Add private notes to any client profile

Identify your most loyal and frequent clients

Know when clients are overdue for a visit

Are clients added automatically when they book?

Yes. Every client who books through your page is automatically saved with their name, phone, and full booking history.

Can I add notes about a specific client?

Yes. Open the client's profile and use the Notes section to add private free-text notes visible only to your team.

Can I see a client's full appointment history?

Yes. Open any client profile to see all past and upcoming appointments, total spend, and visit frequency.

View your clients

Clients page → browse the list or search by name or phone number

Add a client manually

Clients → tap "+" → enter name, phone number, and optional email

Open a client profile

Tap any client → view full visit history, total spend, notes, and upcoming appointments

Add a note to a client

Client profile → Notes section → tap "Add Note" → type and save

Filter and search clients

Use the search bar or filter by last visit date, visit frequency, or service history

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