Client database

Your client database keeps itself up to date.

Anyone who books goes into your client list automatically. Anyone who books again is recognised. You only add what you want to remember.

No bank card needed. No commission on bookings.

The trouble with a notebook, your phone and a spreadsheet

Most self-employed people keep their clients in three places: in their phone contacts, in a diary or notebook, and somewhere in an old spreadsheet. None of it is complete, none of it is linked to appointments. To find out when someone last came in, you search three places.

How the client record fills itself

  • With every booking: name, email and mobile go into the record. If the same person books again, we recognise the email or number. No duplicate records.
  • With every appointment: the service, the date and whether the client came. You see who's loyal and who has missed one.
  • What you add (from Plus): birthday, address and internal notes, like an allergy or a preference.
  • Consent: for each client you see whether they accept promotions. Mailings only go to those who said yes.

Bringing your existing clients over

Add clients with the "Add client" button, or they appear by themselves as soon as they book. Got a long list? Message us through support. Your data is always yours: one click downloads a backup as an Excel list.

What it looks like

The video plays by itself. Click a step to jump to it, or pause with the button in the top right.

  1. Search by name or mobile
  2. The customer record opens
  3. Note what matters
  4. All the history at hand

Search by name or mobileYour whole customer file is searchable, even by part of the mobile number.

The customer record opensContact details, birthday and when the customer last came.

Note what mattersAllergies, preferences or how they like their coffee. Only you can see it.

All the history at handEvery previous appointment with service and date.

Customers
Emma
EEmma Claes0470 11 22 33 · last 12 Oct
EEmma Vandenberghe0478 22 33 44 · last 2 Sep
EC
Emma Claescustomer since March 2025
Mobile0470 11 22 33
Birthday4 May
AppointmentsCame 9 times, never a no-show
Note
Sensitive scalp, no perfume. Coffee without sugar.
Save
History
Cut and blow-dry12 OctAttended
Colouring2 SepAttended
Cut and blow-dry20 JulAttended
Blow-dry14 JunAttended

Frequently asked questions

Am I allowed to keep client data?
Data you need for the appointment, yes. For promotions you need consent. Read our guide on GDPR and client data.
Does my team see the notes?
Yes, your team works with the same clients. The notes are never visible to the client.

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