Client Management

Know every client like your best client

Complete profiles with preferences, allergies, visit history, and treatment notes. Everything your team needs, one click away.

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"Client notes scattered across sticky notes, spreadsheets, and someone's memory is a recipe for mistakes."

Client info in multiple places

Missed allergies and preferences

Time wasted looking up history

Everything you need to know, instantly

One screen shows upcoming appointments, last treatment, wallet balance, active packages, memberships, and medical alerts. Tabbed views for profile details, full history, notes, and photos.

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Safety information that can't be missed

Allergies are structured with severity levels (Mild, Moderate, Severe) and displayed prominently. Safety flags for pregnancy and breastfeeding. Medical alerts that appear as sticky banners your team can't overlook.

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Personalize every single visit

Capture pressure preference, temperature, music choice, numbing preference, and skin type. Track products to avoid and preferred providers. Service notes with response indicators (Good, Sensitive, None) build a complete treatment history.

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Turn data into personalized experiences

The more you know, the better you serve

360°
Client view

Everything in one place: history, preferences, notes, photos.

Safety
First

Allergies with severity levels and medical alerts front and center.

AI
Insights

Retention risk, service recommendations, personalized messaging.

Loyalty
Tracking

Lifetime spend, visit frequency, and automatic tier calculation.

Simple, powerful client management

From first visit to loyal regular

1

Capture everything

Contact info, preferences, allergies, and consent—all structured and searchable.

2

See the full picture

Appointments, purchases, packages, memberships, forms, and photos in one view.

3

Personalize every visit

Treatment notes, pressure preferences, products to avoid—your team knows before they walk in.

Built for beauty and wellness

Every feature designed for your industry

Structured allergies with severity levels
Safety flags (pregnancy, breastfeeding, medical alerts)
Treatment preferences (pressure, temperature, music, numbing)
Before/after photos with body region tagging
Marketing consent tracking per photo
Service notes with response indicators
Loyalty tiers (Standard, Loyal, VIP)
No-show and late cancellation tracking
Automatic deposit requirement triggers
Store credit and gift card wallet
Referral tracking and rewards
AI-powered retention risk scoring
Personalized message generation
Client portal with self-service access
Multi-tag organization system
Acquisition source tracking

Ready to know your clients better?

Start your free trial today. No credit card required.

No credit card required