Know every client before they sit down
Every client who checks in with a phone number gets a profile on their own. Look anyone up by phone number and see their visits, notes and preferences, so the next visit starts where the last one left off.
- Built from check-ins
- Found by phone number
- Private team notes
- Reliability on every profile
A profile that builds itself
Nobody types a client in. A profile is made when someone checks in with a phone number, and every later visit is matched to it by that number.
- Created at check-in.Unless the client asks not to be kept, their details are saved. Add one by hand any time.
- Full visit history.Date, service, team member and outcome for every visit.
- Search three ways.By name, phone number or email, from the Clients page.
- Bring your list with you.Import clients from another system. Imported clients only get marketing email after they check in and agree.
Search by name, phone, or email
Notes your team can use
Leave a note once and the next team member sees it. Customers never see them.
- Private staff notes.Allergies, preferences, how they like to be greeted.
- Formula or service notes.The color formula, the clipper guard, the engine oil: the right person is always prepared.
- Photo, birthday and tags.Tags such as “VIP” group clients for an email campaign.
- Your trade’s fields.Pet name and breed, vehicle details or device details, depending on your type of business.
Private: customers never see notes
Who shows up, and who has not been back
Each profile is marked from the client’s own visits, and a few reports turn those marks into a short list.
- Reliable, Mixed or Often misses.Worked out from completed visits against no-shows and cancellations.
- A no-show report.Ranks who misses most, so you can ask for a deposit or a card on file.
- Retention.How often clients come, and who has not been back.
- Email only with consent.The next campaign goes to the ones on that list who agreed to your emails.
How it works
- 1
Customers check in
With a phone number, on their phone, the door tablet or the Staff Screen.
- 2
The profile fills in
Every visit is matched to the same record, with its service, team member and outcome.
- 3
Add what you know
Notes, formula notes, tags and a photo, once, for everyone on the team.
- 4
Look them up next time
A phone number pulls up the history before they sit down.
Who it’s for
Barbershop
The cut, the guard and who did it last time, ready when a regular walks in.
Pet grooming
The pet’s name, breed and coat notes live on the owner’s profile.
Salon
The color formula is on the profile, so any stylist can pick it up.
The small things
Find a visit’s client
A walk-in who skipped the phone number can be linked to their profile from the Staff Screen.
Merge duplicates
Combine two profiles into one, with everything on both.
Your clients stay yours
No marketplace. Customers can ask not to be kept, and the owner can delete a client’s details.
Tags
Group clients, such as “VIP” or “color client”, and target them in email campaigns.
Questions
Which plans have client profiles?
Every plan, Free included. Loyalty, gift cards and memberships on the same record are on Pro.
What if a customer does not give a phone number?
Without one there is no profile. On the Staff Screen you can link their visit to an existing profile or create one from the visit.
Can customers see the notes?
No. Staff notes are private to your team.
Can a client ask to be removed?
Yes. They can tick “Don’t keep my details” when they check in, and the owner can delete a client from their profile.
Goes well with
Start every visit knowing the client
Start the free trial, and your first check-in makes your first client profile.