Appointments, purchases, passes, points, consents and team notes. Reception knows everything before the appointment, and website enquiries don't get lost.
History, passes, points and notes on one client profile.
Website enquiries land on the board and get an assignee.
Set each staff member's access to every module separately.
Clients get tags from purchases and bookings, and every consent records the date, source and who entered it.
Assign tags to services and products, and clients get them automatically when they buy — with a counter.
Terms, marketing and tracking — each consent separately. Clients change them themselves in the app.
Filters: pass, source, gender, revenue, number of appointments and sign-up date.
Form submissions land on the board, spam-free. A new lead links itself to an existing client by email or phone.
Three roles: owner, administrator and staff member. Set staff permissions separately for each module — their menu shows only what they can access.
A dashboard with four views: overview, bookings, sales and marketing. Client chat can be added as an extension.
Marketing →Tags and purchase history as campaign conditions.
Bookings →Team schedule and appointments on the client profile.
Website →Forms that feed into Leads. We'll show appointment history, passes, points and consents on one profile, and set up roles and module access for your team.