Client records
A client history that builds itself from bookings.
Each booking creates or updates a client record: visits, spend, no-shows, next visit, tags and private notes. Search, sort and export to CSV.
What it does
- Automatic records
- Private notes & pinned notes
- Tags
- CSV export
Available in
Demo video coming soon
How it works
Get a booking
The client record is created or updated automatically.
Add context
Notes and tags stay private to your team.
Take it with you
Export the list whenever you like.
Help & guides