Client
Management

Manage your client relationships effortlessly with detailed profiles, booking history, and automated communication

Your Client
Directory

Search, filter, and manage all your clients from one centralized dashboard with real-time insights

Total Clients
247

+12 this month

New This Month
18

+5 vs last month

Retention Rate
89%

Above average

JS

John Smith

[email protected](555) 123-4567
active
SJ

Sarah Johnson

[email protected](555) 234-5678
active
MC

Michael Chen

[email protected](555) 345-6789
vip
ED

Emily Davis

[email protected](555) 456-7890
active
RW

Robert Wilson

[email protected](555) 567-8901
inactive

Detailed Client
Profiles

Store contact information, preferences, notes, and history for personalized service every time

JS

John Smith

Client since Mar 2023

12 total bookings Last visit 2 days ago

Contact Information

[email protected]
(555) 123-4567

Tags

Preferences & Notes

Booking Preferences

Booking Preference:Weekday mornings
Allergies:None
Special Requirements:Extra time for consultation
Preferred Payment:Credit Card

Private Notes

Preferring appointment confirmation texts. Always arrives 5 minutes early. Great tipper!

Recent Appointments

Haircut & StyleJan 15, 2024 at 10:00 AM
completed$65
Color TreatmentJan 08, 2024 at 2:00 PM
completed$150
Haircut & StyleDec 22, 2023 at 11:00 AM
completed$65

Full Booking
History

Track every appointment with complete history including services, payments, and booking patterns

Total Bookings
15
Completed
13
Cancelled
2
Upcoming
1
Total Spent
$825

Booking History

Haircut & Style

Upcoming
2024-01-2210:00 AM45 min
Provider: Sarah Miller
$65
Deposit: $20

Color Treatment

Completed
2024-01-152:00 PM2 hrs
Provider: Sarah Miller
$150
Deposit: $50

Haircut & Style

Completed
2024-01-0811:00 AM45 min
Provider: Sarah Miller
$65

Deep Tissue Massage

Cancelled
2024-01-013:00 PM1 hr
Provider: John Davis
$95
0

Gel Manicure

Completed
2023-12-2210:30 AM45 min
Provider: Emma Wilson
$45

Automated
Communication

Reduce no-shows by up to 60% with booking confirmations, reminders, and follow-up messages sent automatically

Automated Client Communication

Reduce no-shows by up to 60% with automated reminders and stay in touch with your clients effortlessly

3
Active
4
Total

Booking Confirmation

Sent immediately after booking to confirm appointment details and date/time

Active
Instant - When appointment is booked
Hi {first_name}! Your appointment for {service_name} has been confirmed for {date} at {time}. We're looking forward to seeing you!
EmailSMS

Appointment Reminder

Automated reminders sent before appointments to reduce no-shows

Active
24 hours and 2 hours before appointment

Post-Appointment Follow-up

Thank you message sent after completed appointments to encourage rebooking

Active
2 hours after appointment completion

Cancellation Notice

Automatic notification when an appointment is cancelled by client or business

Inactive
Instant - When appointment is cancelled

Import Your
Existing Clients

Migrate your client list from Excel, CSV, or other sources in seconds with field mapping and data validation

Excel or CSV File

Upload your existing client list from spreadsheets

VCF File

Import vCard contacts from other applications

Manual Entry

Add clients manually one at a time

Supported Formats

CSV, Excel (.xlsx, .xls), VCF files

Data Validation

Automatic validation of email and phone formats

Bulk Import

Import thousands of clients in seconds

Centralized Database

Manage all clients from one place with easy search and filter capabilities

Detailed Profiles

Track preferences, notes, and booking history for personalized service

Automated Reminders

Reduce no-shows with automated confirmations and reminder messages

Ready to improve client relationships?

Frequently Asked Questions

Got questions? We've got answers. Here are some of the most common questions we hear.