Client profiles
Keep appointments, notes, preferences, messages and consultation answers with the client. Team roles control who can access the record.
Know the client before their next visit
In Managed: Shared client history
Know every client before they arrive
Open past appointments, preferences and consultation answers with the client’s notes. Give authorised colleagues the details they need to prepare for the next visit.
Client records, core booking, consultation forms, documents, manual campaigns and manual lists are included with Free. Customer segmentation and AI require Starter or Growth.
Client record
Cosmetic Clinic · Included on FreeSophie Clarke
Client record
- Next appointment
- Thu 22 October 2026, 14:30 · Dermal Filler (Lips 1ml)45 minutes with Dr Priya Patel
- Preferences
- Prefers afternoon appointments and requests email reminders.
Previous visit · 8 September 2026
Skin consultation · Hannah Lewis · 30 minutes.
Consultation response on record
Interactive preview. Changes stay in this preview.
Keep the details that make a visit personal
Keep client history, consultation answers and the next follow-up close at hand.
Client groups
Reach a relevant group by visits, spend, services or activity. Preview the clients your message is for.
Choose a relevant audience
In Managed: Client lists and groups
Personal follow-up
Keep follow-up personal with the last visit and client preferences in view. Plan a callback, consultation or next appointment from that context.
Give each message a clear reason
In Managed: Campaigns and client records
Booking history
Review the services and appointments linked to the client. Read the previous notes before welcoming them and keep today’s details ready for next time.
See how the relationship develops
In Managed: Appointments in the client record
Prepare for the visit and the next one
1
Create the client record
Add the contact and booking details your team needs. Find the previous appointment, preferences and consultation answers before the visit.
2
Keep each visit together
Record the relevant notes and preferences alongside today’s appointment. Give authorised colleagues the information they need for the next visit.
3
Plan the next visit
Keep the next callback or appointment relevant to the client’s history. Use client lists and campaign tools to plan the follow-up.
Start using client records
Create your Free workspace
Start with your booking diary, client records, consultation forms and hosted booking website. Choose and confirm a paid plan in the app when you need more.
Free plan
Add more personal follow-up
Manual lists and campaigns start on Free. Starter and Growth add customer segmentation by visits, spend or services. Sending uses your communication credits.
Starter & Growth
Questions about client records
Give your next client a more personal welcome
Start with your client records on Free. Keep the details your team needs ready for every appointment.