Client Management

Knoweveryclient.Servethembetter.

Rich profiles with visit history, health records, before/after photos, loyalty points, and a self-service portal — plus a unified inbox for SMS, email, and internal messaging.

Your clients, fully understood

Client Profiles

Identity, health records, allergies, staff notes, before/after photos, custom pricing, and marketing consent — all in one place.

Self-Service Portal

Clients manage their own bookings, view loyalty points, complete forms, track waitlist offers, and update preferences.

Universal Inbox

Every customer conversation in one view. SMS, email, and internal messaging with real-time delivery.

Digital Forms

15 field types, conditional logic, digital signatures with legal evidence, and PDF overlay for digitising paper forms.

Loyalty & Rewards

Points earned on every invoice with configurable rates, service multipliers, and redemption at checkout.

Video & Voice Calls

Start video and audio calls directly from any conversation. LiveKit-powered with call events logged in the chat thread.

Forms

Paperwork, digitised

Build intake forms, consent documents, and feedback surveys with a drag-and-drop builder. Attach them to bookings automatically.

15 Field Types

Short text, dropdowns, file uploads, image capture, digital signatures, and more.

Legal Signatures

SHA-256 hashed evidence with signer name, IP, user agent, and generated PDF.

Auto-Assign

Attach forms to bookings by service, frequency, or policy change triggers.

Pre-Built Templates

Health intake, chemical consent, patch test, feedback, and kiosk check-in.

Staff Review Queue

Flag submissions for manager approval with pending, approved, and rejected states.

PDF Overlay

Upload existing paper forms as backgrounds and position digital fields on top.

Build relationships that last