Clients and team

The client's whole history on one profile

Appointments, purchases, passes, points, consents and team notes. Reception knows everything before the appointment, and website enquiries don't get lost.

Book a demoWebsite leads
In the illustration1Client's loyalty tier and pass2Missing consents visible at once3Pass, packages, points and status side by side
MK Magdalena KowalczykAge 38 · patient since March 2025 1GoldGlow pass + New appointmentMessage +48 610 100 200magdalena.kowalczyk@gmail.comBirthday: 12/04/1988Source: app RevenuePLN 5,840Appointments14Last appointment3 daysPoints1,240 pts SensitiveFace · 6Hydration · 4
OverviewAppointmentsTreatment recordLoyaltyNotesMarketingDetails
2The patient hasn't accepted the terms and conditions. Ask them to accept at their appointment.
20OctNext appointmentHydrogen facialTuesday, 20 October · 09:00–10:00 · Katarzyna Nowak
3Loyalty and packages
SubscriptionGlow pass · PLN 349/mo · since 18/08/2026Active›
Treatments in packages1 purchase · 0 left to use›
PointsBalance: 1,240 pts›
Loyalty status2,680 status pointsGold›
Latest noteAll notesPatient prefers appointments after 16:00.Katarzyna Nowak · 9 Oct

What changes with Frontlo

Paper notebookNotes on a phoneClient profile with history
Instead of digging through notesThe full picture before every appointment

History, passes, points and notes on one client profile.

Unanswered emailA Messenger messageLeads board with an assignee
Instead of lost enquiriesNo enquiry gets lost

Website enquiries land on the board and get an assignee.

One account for everyoneFull access for allRoles and permissions
Instead of a shared passwordEveryone sees their own

Set each staff member's access to every module separately.

Tags and consents

A client base that keeps itself in order

Clients get tags from purchases and bookings, and every consent records the date, source and who entered it.

AREAFaceNeck and décolletageBodyGOALHydrationPigmentationLiftingINTENSITYGentleMediumIntense

Automatic tags

Assign tags to services and products, and clients get them automatically when they buy — with a counter.

Terms of serviceAccepted in the app · 12/09/2026YesMarketing consentWebsite · 12/09/2026YesTracking and adsChanged in the app · 02/10/2026No

Consents with history

Terms, marketing and tracking — each consent separately. Clients change them themselves in the app.

All 412Active subscription 38New Source: GoogleAppointments ≥ 5Revenue ≥ PLN 2,000 Avg. revenue / personPLN 2,961

Filtered list

Filters: pass, source, gender, revenue, number of appointments and sign-up date.

Leads

Every website enquiry has an owner

Form submissions land on the board, spam-free. A new lead links itself to an existing client by email or phone.

New 3PLN 750
Joanna KubiakConsultation before mesotherapy — when are you free?Consultation +1No assigneePLN 450
Michał DudaPlease get in touch about the laser treatment.LaserNo assignee
Contacted 2PLN 1,800
Tomasz WróbelQuestion about a 5-treatment package.MesotherapyKatarzyna NowakPLN 1,200
Booked 1PLN 800
Karolina MazurConsultation on Thursday.Consultation +1Marta ZielińskaPLN 800
Client 2PLN 1,950
Natalia PawlakBought a package — patient record created.Mesotherapy +1Katarzyna NowakPLN 1,500
Team

Everyone sees what they need

Three roles: owner, administrator and staff member. Set staff permissions separately for each module — their menu shows only what they can access.

Working hours, absences and occupancySpecialist profile on the website: photo, bio, certificatesNotifications about leads, bookings and orders
MZMarta ZielińskaStaff member · BeauticianActive
ModuleViewEditAddDelete
Patients
Services
Products
Campaigns
Leads
Orders
Dashboard and chat

Clinic numbers and client conversations

A dashboard with four views: overview, bookings, sales and marketing. Client chat can be added as an extension.

Revenue · 7 daysPLN 29,107+12.5% vs previous
Appointment → purchase conversion34.5%+3.3 pp
No-show4.2%−0.9 pp
Online bookings61%website and app
Team occupancy65%112 appointments in 30 days
Avg. basketPLN 338+3.3%
Chat · Aleksandra Kamińska Can I go swimming after filler? Best to wait 24 hours after the treatment. Read

Works together with other modules

Clients and team

See the client profile with your own data

We'll show appointment history, passes, points and consents on one profile, and set up roles and module access for your team.

Book a demoPricing
MKMagdalena Kowalczyk14 appointments · Gold · 1,240 ptsGlow passVIPSMS consent
New website enquiryJoanna K. · consultation before treatmentAssignee: Katarzyna