FeaturesClients
Clerical · Clients
Every client, remembered.
Contact details, visit history, notes, allergies, and every text you have sent — on one profile your whole team can open from any appointment.
Client profiles
Everything you need to know, before they sit down.
Open any appointment and the client’s profile is right there: how to reach them, when they last came in, what they had done, and anything your team should know — like an allergy.
- Contact details and upcoming bookings.
- Visit history with services and team member.
- Notes and allergies flagged where everyone will see them.
SMS history
Every reminder and reply, saved to the profile.
Automated reminders and client replies are logged on each profile, so anyone on the team can see what was sent and what the client said.
- 24h and 2h reminders recorded automatically.
- Client replies kept alongside.
- One shared record for the whole team.
Color formulas & photos
Get the same result every time.
Save each visit’s formula and before-and-after photos to the profile, so the next appointment starts where the last one ended — whoever is behind the chair.
- Formulas per visit with ratios, developer, and timing.
- Before, after, and goal photos.
- Notes on the result for next time.
Intake & consultation forms
Paperwork done before they arrive.
Send new clients a digital consultation form when they book. Answers — including allergies — land on their profile before the appointment.
- Custom questions for each service type.
- Allergies saved straight to the profile.
- Signed digitally — no clipboards.
What is on a client profile?
Can my whole team see client notes?
Can I store color formulas and photos?
Can I bring my existing client list?
Can Copilot add or update clients?
Get started
Know every client by name.
Start a free trial and import your client list, or book a demo to see profiles with your own data.
1 month free · no credit card required · Copilot included on every plan.