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CLIENT
PROFILE

ENHANCED AND ACCESSIBLE
CLIENT PROFILES

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CLIENT PROFILE

ENHANCED AND ACCESSIBLE CLIENT PROFILES

Store all of your client’s details in one convenient client profile that seamlessly syncs with your online booking, calendar, and payment systems.

Profile

All your client's information in the one place and easily accessible.

Client Activity

View notes, forms, SOAP's (Subjective, Objective, Assessments, Plan) and activity progress. Images and forms are fully integrated with the profile.  Upload documents and keep all records in one place.

Notes, Appointments & Packages

View all a client's past and future notes and appointments, and manage package progress.

Client Groups

Group your clients into groups for priority treatment, advanced deposits, and special discounts too and get instantly recognised by the point of sale and the booking system.

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Waitlists, Forms, Loyalty & Memberships

Manage waitlists, review submitted forms, view loyalty balance and status, check membership details, track balances, and view entitlements easily. 

Billing, Credit & Correspondence

View products purchased, billing history, outstanding credit notes, and all client correspondence

Client History

View a chronological history of all activity by the client

Client Login

Available via the mobile app or any browser, clients can login and view their purchase history, loyalty points, package items remaining, memberships and more. They can also re-book, change and cancel; appointments too.

Waitlists

Clients can add themselves to a waitlist either online or in-store. Clients will then be notified via SMS and/or email if a spot becomes available or offer an alternative and ask them to confirm.

Client Retention

Offer memberships, packages, promotional codes, loyalty and referral incentives to generate new business and keep your regular clients coming back.

Reports

Reporting is made easy and includes client progress, waiver compliance, alerts, payment history, outstanding debt or credit and much more. Search client history, notes, activity progress, photos, videos, waivers, consent forms, appointments, preferences, and more.  

Client Login

Available via the mobile app or any browser, clients can login and view their purchase history, loyalty points, package items remaining, memberships and more. They can also re-book, change and cancel; appointments too.

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