Client Management & CRM

Know every client by name

Full CRM with booking history, notes, intake forms, waivers, and dependent profiles. Know your clients before they walk in.

Key Features

Client Profiles with Booking History - Every appointment, purchase, and no-show is logged automatically on one profile.
Session Notes & Treatment Records - Add private notes after each session — product used, preferences, and follow-ups.
Intake Forms & Custom Fields - Collect health info, preferences, or consent before the first visit.
Digital Waivers & Consent Forms - Clients sign on their phone before the appointment — no paper, no fuss.
Dependent & Subject Profiles - Track kids, pets, or other dependents with their own booking history.
Client Tags & Segments - Tag VIPs, new clients, or lapsed clients and target them with campaigns.
Import & Export Client Data - Migrate from spreadsheets or other systems in seconds with CSV import.