Feature · Client Management
Remember the details that make clients return.
Keep profiles, visit history, notes, and preferences in one place—so every appointment feels personal, consistent, and professional.
- Profiles & preferences
- Tags & segmentation
- Visit history
The problem
Client details shouldn’t live in your head.
- Preferences get lost when they’re scattered across messages and notes.
- Staff changes make consistency hard without shared context.
- You waste time re-asking questions clients already answered.
The solution
A client profile that actually helps on busy days.
- Keep notes, preferences, sensitivities, and visit history in one place.
- Make key details visible to the whole team.
- Deliver consistent service without extra admin work.
Client management highlights
Small details build long-term loyalty.
Consistency is what clients remember—and come back for.
Profiles & preferences
Store formulas, notes, and preferences where they’re easy to find.
Tags & segmentation
Organize clients as VIP, balayage, retail, or by any custom label.
Visit history
See what was done last time so results stay consistent.
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01
Capture key details once
Add preferences, notes, and sensitivities to the client profile.
02
Use them every visit
Review history and pinned notes before the appointment.
03
Turn visits into loyalty
Consistent service builds trust and repeat bookings.
Client Management FAQ
What information can I store in a client profile?
Contact details, notes, preferences, and visit history—so service stays consistent.
Can I add tags like “VIP” or “balayage”?
Yes. Tags help you organize and segment clients for faster workflows.
Is this useful for the whole team?
Yes. Shared client context improves handoffs and consistency across staff.
Can I see past appointments and services?
Yes. Visit history is designed to be quick to review before each appointment.
How does this relate to reminders and follow-ups?
Client profiles work best together with automated notifications and retention tools.