One profile
Every client, one place
Visits, notes, photos, forms, membership, what they paid. Click through it the way your front desk does.
Rosemarie Witting
ActiveHair Notes
Color Formula
6NN + 6.3 (1:1) with 20 vol, 35 min
Highlight Formula
Blonde powder + 20 vol, crown foils, 25 min
Hair Profile
Type
Wavy
Texture
Medium
Density
Thick
Condition
Healthy
Scalp
Normal
Processing Notes
Pulls warm. Pull through the last 5 minutes only.
Products Used
Olaplex No.2, Redken Shades EQ
Service notes
Record exact formulas
What you mixed, how long you left it, what it did. Recorded for the entire team.
- Separate cards for hair, skin, nails and massage
- Color and highlight formulas, kept as you wrote them
- Processing notes, products used, what to watch for
Tags
Label a client, find them again
Create custom labels you actually use. Put them on whoever fits. Filter when you need it.
- Name them yourself, pick a color
- Filter by any of them, all of them, or none
- Rules can send a form to everyone with a tag
History
Full client timelines
Lilo records what happened as it happens. Booked, confirmed, paid, texted, photographed, no-showed. Add your own notes on top.
- Every event, logged when they happen
- Filter by appointments, payments, messages or notes
- Grouped by day, newest first
Photos
Client photo records
Pair two photos or run a progress series. Permission to keep them and permission to use them are recorded separately, so you know which ones you can post.
- Before and after pairs, progress series
- Keeping and marketing tracked apart
- Clients set their own marketing preference in the portal
Client portal
Your clients get their own login
An email address and a link. No password to forget. They see their appointments, invoices, forms and photos without calling you.
- Cancel within the notice period you set
- Fill in forms before they arrive
- Update their details and contact preferences
Switching
Bring your clients with you
Import from your old system and Lilo checks every row against what you already have. Same person, one record.
- Matches on email and phone, normalized first
- A matching email with a different phone won't merge
- Anything ambiguous waits for you instead of merging
Close by
This page is the client record. What you do with it lives next door.
Everything a client record holds
Overview
Visits, lifetime spend, average ticket, loyalty points, next appointment and last visit, on one screen.
Appointments
Every booking they have had and the ones still coming, with the service, the provider and how it ended.
Activity
26 kinds of event on one running timeline. Filter it down to appointments, payments, messages or notes.
Service notes
Formulas and what worked, on separate cards for hair, skin, nails and massage.
Notes
General notes, booking notes, and alerts that sit in red at the top of the profile.
Photos
Before and after pairs, progress series, and a record of what you have permission to do with them.
Forms
Intake and consent forms, sent ahead and filled in before they arrive.
Preferences
Preferred provider, the days and times they like, and how they want to hear from you.
Membership
Their plan, what it includes, when it renews and what they have used so far.
Referrals and loyalty
Who they sent you, who sent them, and where their points stand.
Payment
Cards kept on file, so checkout does not start from scratch.
