Included
Client CRM
Every client, with everything that has happened with them
One record per client with their appointments, invoices, gift cards, notes and total spend. Nothing to cross-reference by hand: the schedule, the POS and the gift cards all write to it themselves.
Benefits
What you can do
01
Total spend with no adding up
Every ticket you take is assigned to a client and grows their total. That is where the client ranking comes from.
02
Notes where you need them
Allergies, preferences, what was done last time. On the client record and on each appointment.
03
A history that writes itself
Appointments, payments and gift cards land on the record without anyone typing them in. You know what was done and when they last came.
In detail
What's included
- Record with past and upcoming appointments
- Client invoices and total spend
- Gift cards bought and received
- Notes per client and per appointment
- Search by name and by phone number
- History of services taken and last visit
- Book an appointment straight from the record
- Client ranking by spend and ticket count