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
Search by name, phone, or email
Every regular, remembered.
A profile builds itself from check-ins. Look anyone up by phone number and the next visit starts where the last one left off.
Marcus J.(555) 010-0142 · client since Mar 11Reliable- Oct 28Skin fadewith ChrisCompleted
- Oct 7Haircutwith AndreCompleted
- Sep 16Beard trimwith LuisCompleted
- Aug 26Skin fadewith ChrisCompleted
Example: one client list at Fade Room Barbershop.
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. The more they come, the more your team knows.
- Created at check-in. Unless the client asks not to be kept.
- Full visit history. Date, service, team member and outcome.
- Bring your list. Import clients from another system.
Marcus J.(555) 010-0142NewExample: one client's profile over time.
Know who shows up, before you hold the chair.
Every profile is marked from the client’s own visits. The no-show report ranks who misses most, so you can ask for a deposit or a card on file, and the retention view shows who has not been back.
Example: eight weeks of visits and a no-show report. Yours uses your clients.
- 1 phone numberIs all it takes to start a profile
- 3 waysTo find a client: name, phone number or email
- 3 marksReliable, Mixed or Often misses, from their own visits
- 0 typingNobody types a client in; check-ins fill the profile
Set up in four steps.
- 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.
Made for the way you work.
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.
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.
Does anyone have to type clients in?
No. A profile is made when someone checks in with a phone number, and later visits are matched to it by that number. You can also add a client by hand or import a list.
What does the Reliable, Mixed or Often misses mark mean?
It is worked out from the client’s own completed visits against their no-shows and cancellations. The no-show report ranks who misses most.
Does it work for my kind of business?
Yes. A profile has fields for your trade, such as a pet’s name and breed, vehicle details or device details, and a place for formula or service notes.
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.