Get to know your clients

Keep client information organized and accessible with an easy-to-use client management system.

Store client contact details, birthdays, allergies, color formulas, purchase history, and more.

Save client history automatically on the client timeline.

Track appointments, sales, notes, photos, completed forms, and more. Review client history at a glance and track progress over multiple sessions or treatments.

Expedite checkouts by storing credit cards within client profiles. Use cards on file for convenient, contactless checkouts and automatic membership billing.

Save cards on file so you can protect your income and charge for late cancellations and no-shows as needed.

Create customizable forms to collect required client information before appointments.

Use short-answers, toggles, digital signatures, and more to collect waivers, consent forms, contracts, and custom intake forms.

Send automated confirmation requests, appointment reminders, and cancellation notifications via email and text message.

Customize the timing and content of your messages to keep your clients informed.

Communicate with clients directly using Two-Way Texting. View important client details in the conversation window, such as appointment history and membership status.

View a client’s complete communication history, including automated reminders and marketing messages, all in one conversation stream.

Allow clients to view their appointments and memberships online in the client portal—all without having to log in or create an account.

Save staff time by letting clients view their upcoming appointments and make changes online if needed, including rescheduling and canceling.

Allow clients to build an account balance that they can spend on whatever they like—services, products, and more.

Clients can add money to their account balance through a membership, and you can manually or automatically credit a client’s account balance as a reward or gift.