Quick Start: Step 3

Build Your Client Base

Your clients are your biggest asset. Organize, track, and engage them effortlessly.

Manual Entry

Quickly add a client while booking. We only need a name and phone number to start.

Instant Creation
Auto-Formatting
Duplicate Detection

Bulk Import

Moving from another system? Upload a CSV to import thousands of client profiles in seconds.

CSV Support
Smart Mapping
Error Checking

Client History

Every client profile tracks total spend, no-show rate, and preferred services automatically.

Lifetime Value
Risk Score
Notes & Tags
Next: Automate Reminders