A card that shows the whole relationship
Each client has a phone number, notes, a birthday, a discount, a balance, and the full list of their visits, including ones that were booked under a typed name. Documents and messages for that client sit beside it.
A client who does not want messages can be marked once, and every sending path in the product respects it.
Bring your clients with you
Import a spreadsheet, and the preview shows every row as ready, warned, already a client or refused, with the reason, before anything is saved. A number that is already on file is skipped, so importing twice adds nobody twice. On the phone app you can pick people from your contacts.
- Template spreadsheet in your language, and headings recognised in several languages
- Clients listed alphabetically, found by name or phone number
- Segments such as new, regular and lost, by how long since the last visit
- Export to a spreadsheet that opens correctly in Excel, in Hebrew and Russian as well
- A complete data package for one client, if they ask for their data
Used everywhere else
The same card feeds the calendar, the WhatsApp thread, the documents and the checkout. Add a client from inside an appointment, and they are in your list straight away.
Questions
Can I move my clients from another app?
Yes, from an Excel or CSV file. Names, phone numbers, emails, notes and birthdays come across; what each app calls its columns varies, and the preview shows what was understood.
Is my clients' data private?
Each business has its own separate database. A staff member sees only the sections meant for staff.
Can I keep a birthday as a date?
Yes. A full date is stored when you have it, and a month alone when that is all you know.
What if a client asks for their data to be deleted?
You can export everything held about them, and delete the client from the list. Documents that tax law requires you to keep stay with your records.
