Run the business
One client record, from first booking to last purchase.
Appointments, orders and payments land on a single timeline per client, so whoever serves them next knows what happened last time — and what to avoid.
Capabilities
What it does
Everything below is in the product today — not a roadmap item.
One record per client
Bookings and shop orders share the same client record, so there is exactly one version of each person — not one in the booking tool and a different one in the till.
Visit and spend history
Every appointment and every order is on the timeline with its payment, so you can see who is returning and what they had last time.
Free-text notes
Formula, developer, the toner mix that came out slightly warm, allergies, preferences — notes on the record, visible to whoever serves the client next.
Search and filter
Find a client by name, phone or email in seconds, even mid-appointment at the counter.
No-shows on the record
A no-show is recorded against the client, next to the history, so the deposit decision next time is a lookup rather than a memory.
Role-based visibility
Staff permissions decide who can see what — front desk and practitioners do not have to share the same view of the record.
Workflow
How it runs in real life
The same order it happens in the shop — from setting it up to closing the day.
The record creates itself
The first booking or the first order creates the client record — nobody types a card or duplicates a name.
Every visit lands on the timeline
Appointments, orders and payments accumulate on one timeline per client, automatically, from whichever part of the shop they came from.
Notes capture what matters
During or after the visit, staff write the formula, the preference, the reaction — the things that make the next visit better than the first.
Next time, look it up
Search by name, phone or email, and the full history is there. Role-based access decides who is allowed to read it.
The specifics
Facts, not vanity metrics
Structure facts from the product itself. No customer counts, no invented percentages.
1
record per client across bookings, orders and payments
Free-text
notes for formula, preferences and allergies
Role-based
staff access to client data
Questions
Questions about client crm
If yours is not here, ask when you sign up — you will get a person.
Yes. Orders and bookings feed the same record, so the retail someone buys between visits is on the timeline next to their appointments.
Access is role-based. You decide which roles see client data, so front-desk staff and practitioners do not need the same visibility.
Yes — no-shows are recorded against the client record, alongside visit history, so patterns are visible before you accept the next booking.
Yes. Client search works by name, phone or email.
Run your whole front of house on one system.
Create your shop, add your services and hours, and start taking bookings today. Connect the payment provider you already use.