Relationships that last a lifetime
Every detail, every preference, every visit—all in one place. Deliver the personalized experience that keeps clients coming back.
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
Household Accounts
Link family members under one account
Photo Galleries
Before/after photos and documentation
Referral Program
Reward clients who spread the word
Tags & Segments
Organize for targeted campaigns
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.
Household Accounts
Link family members under shared accounts with guardian consent tracking for minors, member management, and consolidated household billing options.
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.
Built For You
Client tools for your industry
Whether you run a medspa, salon, or wellness studio, Lilo's client management adapts to your unique business needs.