Features
Clients
Your clients, and everything about them.
Keep one record for every client you work with, from a repeat customer to a company you cater for, with notes and a full shared history together.
What's included
Everything about every client.
Vendors work the same way: one record, one history, and their own Tasks row.
One record per client
Store contact details and addresses for a repeat customer or a company you deliver to, so your team works from one record, not three.
- People and companies
- Multiple contacts per client
- Phone, email, and address in one place
- A Tasks row with what’s still open
A complete history for every client
Appointments, meetings, notes and finished tasks in one timeline, so anyone can catch up in seconds.
- Appointments and meetings they attended
- Notes from anyone on your team
- Finished tasks, and who did them
- Newest first; tap any appointment to reopen it
Filled in by your booking pages
Turn on client capture and every guest who books becomes a client record — no manual entry, ready for your next follow-up.
- New guests saved as clients
- Captured the moment they book
- Builds your client list as you go
More features
Everything else your organization runs on.
Get everyone working from the same schedule.
Try every feature free for 14 days on Essential, billed monthly. After that you pay per organization, not per person, and you can cancel anytime.