One Profile, Everything
Every client, fully in focus
Profiles, appointments, memberships, notes, and photos in one place. Click through a client record exactly as your front desk sees it.
- Full visit and purchase history
- Memberships and loyalty at a glance
- Everything your team needs before hello
Clients
847Sarah Mitchell
2 days ago
Emma Johnson
1 week ago
Michael Chen
2 weeks ago
Lisa Park
No visits yet
David Wilson
3 days ago
Sarah Mitchell
ActiveVisitsVisits
24
SpendLifetime Spend
$2,840
AvgAvg. Ticket
$118
BalanceBalance
$0
Loyalty Points
1,250
Next Appointment
Tue, Jan 28 at 2:00 PM
Haircut & Color with Jessica
Last Visit
Jan 15, 2026
⚠️ Alert
Sensitive scalp - use gentle products only
Complete History
A timeline of every visit
Appointments, notes, photos, points, and payments land on one running timeline. What happened, when, and who was in the chair.
- Every touchpoint, automatically logged
- No-shows and cancellations tracked
- Payments and receipts in context
Activity
Sarah MitchellAppointment completed
Today, 2:40 PM
Balayage & Gloss with Maya · $185
Photos added
Today, 2:45 PM
2 after photos → Color gallery
Service note
Today, 2:50 PM
“Used 20 vol developer, loved the tone”
Loyalty points earned
Today, 2:51 PM
+185 points · 1,240 total
Card charged
Today, 2:52 PM
Visa ····4242 · receipt emailed
The Personal Touch
Remember what matters to them
Formulas, preferences, pinned notes, and before-and-after photos. The details that make a second visit feel like a tenth.
- Pinned notes surface at booking
- Service formulas saved per client
- Before & after galleries with consent
Client Notes
“Allergic to ammonia-based color. Prefers the quiet station by the window.”
Pinned · visible at booking
Getting married in June — wants a trial updo in May.
Added by Maya · Mar 12
Client notes
Forms & Medical
Intake that fills itself in
Send intake and consent forms automatically at booking. Responses flow into an access-controlled medical profile your team can trust.
- Auto-assigned at booking
- Allergies and conditions front and center
- Access-controlled medical records
New Client Intake
Sent automatically at booking
Medical Profile
Access-controlled
Allergies
Ammonia · Latex
Conditions
Sensitive scalp
Emergency contact
Tom Mitchell · (415) 555-0187
Everything you need to know your clients
Client Overview
View key client details at a glance including contact information, tags, communication preferences, referral status, rewards, and general notes in one consolidated dashboard.
Appointment History
Track all client appointments with status filters, service details, team member assignments, scheduled times, and location information for complete booking visibility.
Activity Timeline
Monitor client interactions through a filterable timeline showing appointments, communications, financial transactions, profile updates, notes, and membership activity with statistics.
Membership Management
Manage client membership subscriptions including enrollment status, billing details, benefits, vouchers, usage tracking, and membership tier information.
Loyalty Points
Track and adjust client loyalty points with detailed history of points earned, redeemed, and expired, plus balance summaries and promotional point awards.
Payment Methods
Store and manage client payment information securely for streamlined checkout and recurring billing on memberships and services.
Referral Tracking
Monitor client referral networks, track referral metrics and status, visualize referral relationships, and manage associated rewards for successful referrals.
Client Notes
Create, edit, and organize general notes about clients with full history tracking, timestamps, author attribution, and alert banners for important information.
Service Notes
Maintain specialized service-specific notes for hair, skin, nail, and massage treatments with dedicated forms capturing technical details and preferences.
Client Preferences
Configure provider preferences, scheduling restrictions, preferred appointment times, and booking limitations including client blocking and unavailable dates.
Photo Gallery
Store and organize client photos with consent tracking, drag-and-drop upload, metadata editing, and full-screen viewing for progress documentation.
Medical Profile
Record allergies, medical conditions, medications, emergency contacts, and HIPAA consent with prominent alert banners for critical health information.
Client Forms
Access and manage submitted intake forms, consent documents, and other client paperwork with historical records for compliance and reference.
Profile Details
Edit core client information including name, contact details, and basic profile data to keep client records accurate and current.
