Client Management

Remember every client, every visit

A full history of every client, every appointment, every note. Build genuine relationships without relying on memory or scraps of paper in a drawer.

Register interest
Client Profile
SH

Sophie Harrison

sophie@example.com · 07700 900 142

Regular client Since Jan 2023

24

Visits

£1,840

Spent

6w

Avg. gap

Stylist notes

10 vol developer. Stays on for 35 mins max. Prefers Olaplex treatment after colour. Sensitive scalp around crown.

Recent visits

Full Highlights + Toner

12 Mar 2025 · Emma

£95

Cut & Blowdry

28 Jan 2025 · Emma

£48

Balayage + Olaplex

4 Dec 2024 · Emma

£130

What's included

Everything you need to know about a client, in one place, before they sit down in your chair.

01

Client profiles

A dedicated profile for each client with their contact details, preferences, and visit history.

02

Appointment history

See every appointment a client has had, what was done, who did it, and what they paid.

03

Notes and formulas

Record colour formulas, allergy information, preferences, and anything else worth knowing for next time.

04

Marketing opt-ins

Track consent for marketing communications so you can reach out when the time is right, legally.

05

Client timeline

A running log of appointments, notes, and messages in one chronological view.

06

Search and filter

Find any client instantly by name, service history, last visit date, or any other attribute.

Why it matters

Every client feels like a regular

When you know what they had last time and remember the small details, clients notice. That is what keeps people coming back.

Never repeat the allergy conversation

Record it once. It is there every time they book, visible before the appointment starts.

No more lost formula notes

Colour formulas live on the client profile, not on a card in a drawer. Your entire team can access them when needed.

Retention becomes measurable

See which clients have not been in for a while and decide what to do about it before they find someone else.

In practice

Scenario

The returning client

A client books for the first time in three months. You pull up their profile before the appointment, see their colour formula from last time, and they don't have to explain anything.

Scenario

The allergy note

A client mentions they reacted to a product last visit. You add it to their profile. Every stylist will see it automatically before they start.

Scenario

Lapsed client outreach

You filter for clients who have not visited in 90 days and send them a targeted message. A handful rebook that same week.