Client Profiles and History
Store client information, track appointment history, and keep detailed notes. Everything you need to deliver personalised service.
Client management gives you a central place to store and access client information. Each client profile includes contact details, appointment history, notes, and document attachments. Track total visits and spending to identify your most valuable clients. Add notes about preferences, colour formulas, or treatment history. Attach files like consent forms or before/after photos. The system also tracks cancellations and no-shows, helping you identify patterns. Import existing clients from CSV files when migrating from another system.
What's included
Key capabilities of client management
Client profiles
Store name, email, phone, and notes for each client. Quick access to contact information when you need it.
Appointment history
View all past appointments for each client: services booked, dates, and team members. Understand their booking patterns.
Client notes
Add detailed notes about preferences, colour formulas, allergies, or treatment history. Notes are visible when viewing the client or their appointments.
Document attachments
Upload files to client profiles: consent forms, medical documents, before/after photos. Supported formats include PDF, Word, images, and spreadsheets.
Client statistics
Track total orders and total spent for each client. Identify your most valuable clients and regulars.
Cancellation tracking
The system tracks cancellations and no-shows per client. Warnings appear for clients with multiple cancellations.
Notification preferences
Set SMS and email notification preferences per client. Some clients may prefer one channel over another.
Client import
Import existing clients from CSV files. Useful when migrating from another booking system or spreadsheets.
CSV export
Export your client list to CSV for backups, analysis, or use in other tools.
How client management works
Clients added automatically
When clients book online or you create appointments, client records are created automatically.
Add notes and details
Enrich profiles with notes, preferences, and document attachments as you learn more about each client.
History builds over time
Appointment history, spending, and activity logs accumulate automatically with each visit.
Access when needed
Search and filter clients. View full profiles from the client list or when managing appointments.
Plan availability
Feature
Starter
Professional
All prices in AUD, GST included. No currency conversion fees.
Frequently asked questions
Can I import clients from another system?
Yes. Use the CSV import feature to bring in existing clients. Map columns from your file to client fields like name, email, and phone. We also offer free data migration assistance during onboarding.
What file types can I attach to client profiles?
Supported formats include PDF, DOC, DOCX, TXT, JPG, PNG, WEBP, XLS, and XLSX. Maximum file size is 5MB per attachment.
How does cancellation tracking work?
The system automatically tracks when clients cancel or no-show. Warnings appear on client profiles when they have multiple cancellations, helping you identify patterns.
Can team members see client spending?
Client spending visibility depends on role and permissions. By default, only Owners and Admins see spending data. You can configure Team Member permissions to show or hide this information.
Is there a limit to how many clients I can have?
No. All plans support unlimited clients. Store as many client profiles as you need.
Related features
Ready to try client management?
Start your free trial today. No credit card required.
Australian-owned business. Sydney-based support team.