CUSTOMER MANAGEMENT
Full history for every customer
Every appointment, invoice, message, and call on one timeline. Photos and notes attached. Search by name, phone, email, or tag.
One complete record
Services, payments, conversations, photos. One screen.
Notes that travel
Preferences, allergies, follow-ups. Attached to the customer.
Action sheet, one tap
Call, text, email, book, send doc, add task. From anywhere.
CUSTOMER DETAIL
Every detail, one screen
Contact info, notes, tasks, recent activity, upcoming appointments, recurring schedules, full service history. Walk into every appointment knowing the story.
ONE-TAP ACTIONS
Anything you need, one tap away
Call, text, email, book a new appointment, send a document, add a task. All from the customer record. No more switching apps.
Frequently asked
Can I attach photos to a customer record? +
Yes. Before/after shots, ID copies, signed waivers. All attached to the customer.
Is there a search across all customers? +
Yes. Type a name, phone, email, or tag. Results include leads and customers.
Can I tag or group customers? +
Yes. Tags for VIPs, allergies, preferences. Groups for marketing segmentation.
Does this require a paid module? +
No. Customer management is part of Base. Free forever.
You in the foreground.
Us in the background.
Get back to running your business. We'll handle the rest.