From first booking to familiar face.
Bookings, care and conversations—connected around your client.
Maria’s storyOne relationship, across visits.
- First visitIntake submitted
- Last visit’s note“Prefers a lighter finish.”
- Her ongoing care4 package sessions left
Less chasing.
A better beginning.
She books and completes her intake. Your team reviews it before the visit.
Booked from her sofa.- 1Booked onlineClassic FacialMaria chose a time that suits her.
- 2Before the visitIntake submitted Her answers travel with the booking.
- 3Your team’s next stepReview her answers.Prepare before she walks in.
A prepared welcome.Pick up where
you left off.
Past visits, service notes and conversations help your team carry the relationship forward.
From Maria’s last service note
“Prefers a lighter finish.”
A small detail. A more personal visit.
Jamie Foster · Classic FacialAnd when she asks for someone else
Maria “Could I see Alex next time?”
Conversation assigned to Alex Foster
More than
a one-time visit.
Package sessions and membership benefits give the next visit a place in the plan.
Maria’s Classic Facial series
2 used · 6 in her package4sessions
still to enjoy.
- Visit 1Enjoyed
- Visit 2Enjoyed
- Visit 3Remaining
- Visit 4Remaining
- Visit 5Remaining
- Visit 6Remaining
When it’s time to check out
Your team chooses the coverage.Package session or membership credit.
Notice the gap.
Make it personal.
See when a regular’s visits grow further apart. Choose how to reconnect.
Maria’s recorded visit pattern
28days between visits, usually
49days since her last visit
A reason to check in.
You decide what happens next.
A closer look
The details, when you need them.
The client list and records behind the relationship.
Your client list
- Manage clients on the web. Search by name, email or phone; filter by visit or tag. Create tags to organize your client base.
- Add and edit contact details, birthday and how they found you. Acquisition detail can only be set when creating the record.
- A matching phone number brings up the existing client. Confirm when a different person shares that number.
- Recent visits appear first by default; never-visited clients last. Archive and restore records, or confirm deletion by name on the web.
- Review duplicates and choose the details to keep before merging. Stricter message consent and an audit are retained, but referral links and some medication data can be lost.
- Client access follows staff permissions and assignments. Merge previews and cached iPhone records still have privacy gaps.
- Flag clients with repeated missed visits for deposits. Blocking online bookings and purchases is not yet enforced.
On their record
- Add a quick note or dated staff notes. Record allergies, severity, medications and products to avoid, and when you confirmed them.
- Suggested allergy review flags are for your team to check; they do not decide whether a service suits a client.
- See visits, missed appointments, a visit-based loyalty tier and when a regular is overdue. List counters and live summaries can differ.
- Upcoming visits and outstanding forms appear together; the pending-form count can be incomplete.
- Spend, amounts owed, credit, gift cards, packages and memberships appear in the summary. Mixed currencies and expired or pending items can affect the figures.
- See appointment, purchase, package and membership history. Filter or search visits. Read emails and texts in Communication, with channel filters and delivery status; some text history and statuses are incomplete.
- Record appointment and marketing message preferences. Consent dates are not a separate history for each channel.
Service notes
- Write from the visit or while completing it. See the last visit and note for that service, and use the note as a starting point.
- Search notes on the client record or open the service’s visit history. Unsaved changes prompt you before closing.
- A safety strip stays in view while writing. Package-session details, linked forms and saved checklist choices add context; the checklist display still has gaps.
- When another teammate edits a service note, an edit marker names them.
- Providers read notes within their current booking relationship window and write on their own services. By default, front desk sees that a service note exists, but cannot read or write it. Service notes stay out of the Client Account.
On your iPhone
- Search by name or phone, filter by visit or tag, and add clients with duplicate-number checks.
- Open records, edit details, tags, safety facts and message preferences, add quick or staff notes, and archive or restore. Cached records can be stale; acquisition source cannot be edited here.
- Review duplicates and choose details before merging. The same referral and medication limitations apply.
- Write from the visit, start from the previous service note, and get a prompt before discarding unsaved changes.
- Read past service visits and notes, search the Notes tab and see safety facts while writing.
What does it cost?
See pricingNot available yet
Spreadsheet import or export, multiple-tag filtering, structured treatment preferences and custom loyalty or overdue rules.
Planning a move? Explore switching.
See it for yourself
See the whole relationship.
Follow a sample client from booking to follow-up. No prep needed.
$19 first provider · $149 maximum per location