Core Platform

Smart Scheduling

Reduce no-shows with reminders and live availability.

Customer Management

Centralise customer records, segmentation, and retention workflows.

Unified Inbox

Manage SMS, email, and chat conversations in one place.

Leads

Capture and convert new enquiries with clearer follow-up.

Chat

Use live and team chat to reply faster and book more clients.

Payments

Track transactions, credits, refunds, and checkout-linked revenue.

Growth

Marketing Suite

Run campaigns and segments tied to booking outcomes.

Loyalty Programmes

Reward repeat visits with tracked progress, credits, and discounts.

Memberships

Sell recurring plans with included services, enrol clients, and keep renewals on autopay.

Discounts & Gift Cards

Drive repeat revenue with tracked promotions and redemptions.

Ad Management

Connect paid campaigns to lead and booking conversion workflows.

Social Media Management

Coordinate social workflows with revenue and retention goals.

Operations

Inventory & Retail

Manage stock, suppliers, and retail performance in one stack.

Team Operations

Coordinate rota, roles, and team execution workflows.

Tasks

Keep day-to-day actions visible, assigned, and completed.

Managed Forms

Free mobile app for digital consultation forms, clients, and responses.

Locations & Resources

Run resource-aware scheduling and service continuity workflows.

Managed AI Overview

The AI team member built into your platform - copilot, receptionist, marketing, and analytics.

AI Receptionist

Answer enquiries across SMS, email, chat, and social DMs - even when you're with clients.

AI Call Handler

Never lose a booking to a missed call - AI voice handling for incoming calls.

AI Marketing Manager

Fill quiet days and win back lapsed clients with campaigns you approve before they send.

AI Inbox Assistant

Every enquiry arrives with a ready-to-send reply drafted from your prices and policies.

AI Form Chasing

Incomplete consultation and consent forms chased automatically before appointments.

Salons

Bookings, reminders, and client growth for salons.

Aesthetic Clinics

Operational control and patient communication in one system.

Medspas

Consults, treatment plans, and repeat bookings without manual admin.

Beauty Therapists

Simple workflows for solo beauty therapists.

Permanent Makeup Artists

Consult, treatment, and touch-up workflows in one place.

Aesthetic Practitioners

Practitioner-led treatment journeys with stronger retention.

Lash and Brow Studios

Protect refill workflows and improve repeat demand.

Nail Studios

Keep bookings, checkout, and retail operations connected.

Wellness Studios

Run member journeys and retention campaigns from one place.

Integrated Services

Service + software workflows designed to drive more bookings.

Social Media Growth

Content and engagement workflows tied to enquiries and bookings.

Advertising Management

Google, Meta, TikTok, and Microsoft PPC campaigns managed end to end.

Managed Forms

Create, send, complete, and review digital consultation forms from mobile.

Free Hosted Website

Launch booking-connected web experiences quickly.

Voice Notes

Transcriptions and treatment reports powered by your voice.

Contact Us

Talk to our team about growth workflows for your business.

AI Virtual Receptionist

AI-driven inbox handling across email, SMS, and social.

AI Call Handler

AI voice assistant for incoming booking calls.

How It WorksPricing
About

Learn about our mission and platform focus.

FAQs

Common questions about setup, workflows, and support.

Blog

Operational and growth insights for beauty teams.

Compare Managed

See how Managed sits against major platforms, side by side.

Managed vs Faces Consent

Compare form-first tooling with full booking-to-retention coverage.

Managed vs Phorest

Compare operations and growth workflow depth.

Managed vs Booksy

Compare enquiry conversion and repeat-booking support.

Managed vs Pabau

Compare focused growth workflows with clinical practice management depth.

Managed vs Zenoti

Compare adoption-first workflows with enterprise AI and scale.

Customer Management

Know every client before they arrive

Keep notes, forms, messages, and history together.

Give every client a more personal experience so they trust you and book again.

No card required. Setup support included.

Customer Management feature preview

Turn client history into better service

Turn client history into better appointments, clearer handovers, and timely follow-up instead of scattered notes.

1

One useful client record

Notes, preferences, forms, treatment history, messages, and follow-up context in one profile.

2

Why this matters

When notes are scattered, clients repeat themselves and rebooking drops.

3

How to use it this week

Clean up client profiles, keep notes and preferences visible, group clients by behaviour, and send follow-up from real history.

What this can improve for your business

Faster prep

Staff can see client history before every visit

Rebooking prompts

Clear remind, reactivate, and rebook flow

One timeline

Front desk and practitioners use the same client record

Smarter targeting

Campaign choices based on real behaviour

Prepare client context before the appointment

Bring key details together before the client arrives so every interaction starts with the right history.

Review notes and preferences

See the details that shape a better consultation, treatment, or follow-up conversation.

Keep records tied to the client

Avoid scattering forms, messages, and visit notes across separate tools.

Customer Management feature preview
Set the context
Reduce guesswork

Everyday problems this helps you solve

1

Scattered client information

Teams waste time searching for notes before every appointment.

2

Untargeted campaigns

Campaigns perform poorly when everyone receives the same message.

3

Hard to see what brings clients back

It is hard to see which follow-up actions lead to bookings.

4

Inconsistent team updates

Service quality drops when staff cannot see the same client history.

How it works

How Customer Management works in real life

A practical flow your team can follow without adding extra complexity to busy days.

1

Capture a full client profile

Keep every note, treatment, and message in one client timeline.

  • CRM
  • Inbox
2

Create useful client groups

Build smart groups so you can send more relevant offers and reminders.

  • Segments
  • Marketing
3

Prioritise by booking impact

Adjust follow-up based on who books again and who goes quiet.

  • Analytics
  • Campaigns

How Customer Management prepares each visit

Unified customer profiles

See service history, notes, and messages in one place.

Faster prep and more personal service

In Managed: One shared client timeline

Client grouping by behaviour

Create groups by spend, recency, and visit habits.

More relevant campaigns

In Managed: Easy client grouping

Repeat-booking follow-up

Send reminders and follow-up based on each client history.

More repeat bookings

In Managed: CRM linked to campaigns

See what drives bookings

See which actions and campaigns lead to booked visits.

Better growth decisions

In Managed: Booking-linked reporting

How Customer Management helps each role

Clear day-to-day wins for owners, front desk teams, and practitioners.

Owner or Manager

Pain: Too many manual checks and unclear performance across the week.

Outcome: More visibility and fewer avoidable admin tasks.

  • See what needs attention quickly
  • Keep service quality consistent
  • Make clearer growth decisions

Front Desk

Pain: Replying, booking, and handovers are spread across tools.

Outcome: Faster replies and cleaner booking handovers.

  • Reply and book from one view
  • Pass context to practitioners
  • Reduce missed follow-up tasks

Practitioner

Pain: Missing context before appointments leads to slower service.

Outcome: Better client context and smoother appointments.

  • See key notes before each visit
  • Deliver a more consistent experience
  • Support rebooking with clear next steps

How customer management improves results

Practical results your team and clients should notice quickly.

Deliver more personal service at every visit

Improve rebooking conversations with better context

Spot retention opportunities earlier

Support cross-team handovers without information loss

Build stronger client trust and loyalty

Make campaign targeting far more relevant

Start with cleaner client records

Improve the information your team relies on every day before expanding into wider retention and follow-up workflows.

Bring history into one place

Start with the notes, forms, preferences, and message context your team checks most often.

Make records easy to maintain

Keep updates close to daily booking and appointment work so client history stays useful.

Use context for retention

Connect records to follow-up, marketing, and rebooking when the client database is ready.

What changes after starting Customer Management

A practical 90-day journey focused on easier daily operations and repeat revenue.

Month 1

Stabilise daily operations

Set up the core flow and reduce avoidable admin on busy days.

Month 2

Improve team consistency

Improve handovers so more enquiries and visits are handled smoothly.

Month 3

Grow repeat revenue

Turn smoother daily operations into stronger rebooking and client retention.

Customer management FAQs

Quick answers from teams evaluating Managed

Build a stronger client pipeline

Tell us your follow-up and retention pain points and we will suggest a practical client-management setup plan.

Fast response from our team

No spam follow-ups

Built for clinics and medspas

Give every visit the context it deserves

Start free and test client profiles, visit history, and follow-up with your own client base.