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Now live on Square Appointments

Know every client
before they
sit down.

Client Lens layers deep intelligence onto your Square Appointments data — surfacing preferences, history, and upsell signals so every visit feels personal.

Start Free — 14 Days See how it works
Client Brief
S
Sophia Laurent
Balayage · 10:30 AM · Visit #14
VIP
Sensitive scalp Cooler tones Always on time Olaplex interest
Last visit: loved result, wants 10% lighter. Mentioned gloss treatment in March — bring it up today.
Suggested Upsell
Olaplex Add-On
2x expressed interest
Rebook
8 weeks out
Consistent cadence
$2,840
Lifetime value
14
Visits
97%
Show rate
Every client feels
like a regular
Briefs surface history, preferences, and notes before the appointment even starts.
Upsells you'd
never have seen
AI surfaces overdue services and high-probability add-ons before each visit.
Catch churn
before it happens
At-risk clients are flagged automatically so you can reach out before they drift away.
Live in under
five minutes
Connect Square, sync your history, and your first brief is ready before your next appointment.
✦Client History✦Upsell Signals✦Square Appointments✦Stylist Briefs✦Retention Analytics✦Follow-Up Alerts✦Revenue Tracking✦Team Performance ✦Client History✦Upsell Signals✦Square Appointments✦Stylist Briefs✦Retention Analytics✦Follow-Up Alerts✦Revenue Tracking✦Team Performance
What You Get

Intelligence built
for beauty businesses

Purpose-built for salon owners and stylists. Not a generic CRM — a precision intelligence layer on top of Square.

Instant Client Briefs

Before every appointment your team sees a curated brief: past services, formulas, preferences, and what to recommend next. No memory required.

S
Sofia M.VIP
J
Jenna K.Loyal
M
Mara L.At-Risk

Revenue Analytics

Track LTV, visit frequency, and churn risk in real-time. Understand which services drive retention and where revenue hides.

Upsell Signals

AI flags clients due for add-on services based on history and timing so every conversation starts with context.

Team Performance

Per-stylist metrics, client affinity, and upsell conversion — know who's excelling and coach up the rest.

Stylist Notes

Capture formulas, client quirks, and service notes after every visit. Always there for the next appointment.

How It Works

Live in minutes,
valuable instantly

No migration, no data entry. Client Lens reads directly from Square Appointments and starts working on day one.

01

Connect Square

Authorize in two clicks. We sync all your history — appointments, services, spend — instantly back to day one.

02

Intelligence Activates

Our engine builds visit frequency models, service affinity maps, and churn risk scores for every client automatically.

03

Your Team Delivers

Stylists see the brief before each appointment. Owners get daily analytics. Everyone performs with more confidence.

Client Stories

Loved by beauty businesses that put clients first

★★★★★
"My team used to ask clients the same questions every single visit. Now everyone walks in already knowing the history. It changed how we work completely."
T
Tanya KowalskiBlush Studio — Chicago, IL
★★★★★
"I could tell within a week which clients were at risk of leaving. That visibility alone is worth every penny. Wish I had this two years ago."
D
Dominique HartleyElevate Hair — Atlanta, GA
★★★★★
"The client briefs are what sold me. My stylists actually read them before appointments now — and clients notice. Retention has never been better."
R
Rachel OseiThe Curl Bar — Seattle, WA
Ready to begin

Your clients deserve
to be remembered.

14-day free trial. No credit card. Connect Square and see your first brief in under 5 minutes.

Download the App See how it works →
Features

Everything you need
to know every client.

Client Lens is a focused, purposeful set of tools built around one outcome — making every client feel remembered and every visit feel considered.

Feature 01

Client Brief Card

Before every appointment, your staff sees a concise, scannable brief about the client — visit history, preferences, service notes, and what to focus on. Readable in under 60 seconds.

  • Auto-generated from appointment data — no manual input needed
  • Surfaces the most relevant details for today's service
  • Accessible from any device — tablet, phone, or desktop
  • Updated after each visit automatically
Client Brief
S
Sophia Laurent
Balayage · 10:30 AM · Visit #14
VIP
Sensitive scalp Cooler tones Always punctual
Last visit: loved result, wants 10% lighter. Mentioned gloss treatment next time.
Upsell Engine
Suggested for Sophia — Today
High
Olaplex No.3 Take-Home
Mentioned interest on visits #11 and #13
Med
Gloss Add-On Treatment
Asked about it in March — good time to revisit
Low
Bond-Building Shampoo Set
Feature 02

Smart Upsell Suggestions

Relevant service and product recommendations — surfaced based on what the client has actually shown interest in, not a generic push. Staff feel confident, clients feel understood.

  • Recommendations based on past conversations and expressed interest
  • Tracks which upsells were offered, accepted, or declined
  • Improves suggestion relevance over time
  • Owner view shows upsell conversion by staff member
Feature 03

Rebooking Prompts

Smart reminders that help staff bring up rebooking at the right moment — based on the client's usual visit cadence, not a generic calendar reminder that feels out of place.

  • Calculates ideal rebook window per client
  • Prompts staff at checkout — not a notification blast
  • Tracks rebooking rate by staff member
  • Flags clients who haven't rebooked past their usual window
Rebooking
Rebook Prompt — Sophia
Offer to schedule 8 weeks out
Based on Sophia's visit history, she typically books every 7–8 weeks. Last visit was today.
74%
Rebook rate
7.4
Avg weeks
14
Total visits
Retention Overview
Active clients (last 60 days)184
At-risk clients12 flagged
Avg. revenue per visit$147
Top performer this monthJess R.
Feature 04

Retention Analytics

See the health of your client relationships in one view. Understand who's at risk, what's driving revenue, and how each team member is performing — without digging through reports.

  • At-risk client flags based on visit frequency patterns
  • Revenue trends by client, service, and time period
  • Per-staff performance benchmarks and leaderboards
  • Weekly email digest for owners — no login required
Complete Feature Set

Every tool, one platform.

Client Lens includes everything your team needs to deliver a more personal, consistent experience across every appointment.

Client Brief Card

Pre-visit context surfaced automatically for every appointment — staff-ready in under 60 seconds.

Visit History & Preferences

Full client history, past services, preferences, and behavioral patterns — organized and searchable.

Smart Upsell Suggestions

Recommendations grounded in genuine client interest — not generic product lists.

Rebooking Prompts

Smart checkout reminders based on each client's natural visit cadence — not a blanket schedule.

Structured Notes

A consistent post-visit format that makes notes useful and transferable across your entire team.

Team & Owner Insights

Rebooking rates, upsell performance, retention metrics — operational clarity for owners and managers.

Get started today

See every feature in action

Start your free 14-day trial — no credit card required.

Start Free Trial Book a Demo →
The Process

Simple to set up.
Powerful from day one.

Client Lens connects to your existing booking platform and works in the background — giving your team everything they need without adding complexity to their day.

Step 01

Connect your booking system.

Client Lens integrates directly with your appointment platform. Link your system in minutes and it immediately begins building client context from your existing appointment history.

No data migration. No manual entry. No IT team needed. We've designed the setup process to be completed in a single onboarding session.

System Connection
Connected Platforms
SQ
Square Appointments
342 clients synced · 1,890 appointments
Live
CL
Clover
Connect to import
+ Add
Pre-Visit Brief
Next Up · 10:30 AM
S
Sophia Laurent
Balayage · Visit #14 · VIP
Sensitive scalp Ash tones preferred
Wants 10% lighter this time. Mention gloss treatment from March conversation.
Step 02

Brief surfaced before every visit.

Before each appointment, every staff member sees a concise client brief on their device. It pulls from visit history, preferences, and past notes — ready in under 60 seconds to review.

The brief is designed to be helpful, not overwhelming. It surfaces what matters most for today's specific service, not everything ever recorded about the client.

Step 03

Deliver the service with confidence.

During the appointment, staff have access to upsell suggestions and a rebooking prompt when the timing is right. No interruptions — just the right context, accessible when needed.

Staff don't need to memorize anything. Client Lens simply makes relevant information available at the moment it's useful — keeping interactions natural and personal.

During Visit
Suggested for This Visit
High
Olaplex No.3 Take-Home
Mentioned interest on 2 previous visits
Rebook Prompt
Offer 8-week follow-up
Her usual cadence — ideal to ask before checkout
Post-Visit Notes
Notes · Sophia Laurent · Today
Balayage 10% lighter as requested. 7V + 9N, 30vol. Olaplex No.1 in-service. Scalp reactive — cooling spray mid-way.

Next visit: 0.5 levels lighter on face frame. Gloss add-on she's interested in.
Rebooked
Aug 4 · 10:30 AM ✓
Upsell
$42 sold
Step 04

Capture notes for the next visit.

After the service, staff log what happened in a consistent, structured format. These notes flow directly into the next client brief — so every visit builds on the last.

Notes are transferable across your team. Even if a different staff member takes the next appointment, they start with full context from the previous visit.

The Full Picture

A continuous cycle
of improvement.

Each visit makes the next one better. Client Lens creates a compounding loop of context that improves service quality over time.

1

Appointment booked

Client books via your existing platform. Client Lens automatically queues a brief for the assigned staff member.

2

Staff reviews brief before the visit

Before the appointment begins, staff see history, preferences, notes from past visits, and suggested focus points for today.

3

Service delivered with context

Staff deliver a more personalized experience — the client feels known, the service feels considered, and the visit runs more smoothly.

4

Upsell and rebook at checkout

Relevant suggestions and a rebooking prompt are available at the right moment — increasing conversion without feeling forced.

5

Notes captured after the visit

Staff log what happened in a structured format — building the context that makes the next visit even more personalized.

Roles

Built for everyone
on your team.

From owners to service providers, Client Lens adds value at every level of your business.

Service Providers

Stylists, technicians, and therapists get full client context before every appointment — so the visit feels prepared and personal from the first moment.

Owners

Monitor rebooking rates, upsell performance, and client retention across your entire team. Identify gaps and opportunities without digging through raw data.

Get started today

Ready to see it live?

Start your free 14-day trial — no credit card required.

Start Free Trial Explore Features →
Integrations

Works with the tools
you already use.

Native Square integration is live today. More platforms are coming — built in the order our customers ask for them.

Booking & POS

All Platforms

Connect your booking system and let the intelligence flow automatically.

Square Appointments

Full two-way sync. All client history, records, services, and spend flow into Client Lens automatically.

Live Now

Square POS

Transaction data, service codes, and product sales from Square POS flow directly into your client profiles.

Live Now

Clover

Clover POS integration in active development. Join the waitlist to be first when it launches.

Coming Soon

Booksy

Booksy integration for salons and barbershops — sync appointments and client records seamlessly.

Coming Soon

Vagaro

Full Vagaro integration to sync your existing client data, appointment history, and service records.

Coming Soon

Request One

Using a platform not listed? Tell us what you use — we build integrations based on customer demand.

Request this →
Already on Square?

Connect in two clicks.
Start today.

Start Free Trial
Pricing

Simple pricing.
No surprises.

All plans include full Square integration. No per-seat fees. No contracts. Cancel anytime.

Growth
$59/mo

14-day free trial · no card needed

For independent stylists and small teams ready to deliver a smarter client experience.

  • Up to 5 staff seats
  • Square & Clover sync
  • Client briefs before appointments
  • Client notes, preferences & tags
  • Full visit history
  • Upsell tracking per stylist
  • Owner analytics dashboard
  • Re-engagement alerts
  • Basic AI service suggestions
  • Staff leaderboards
Start Free Trial
Professional
$109/mo

14-day free trial · billed monthly

For established beauty businesses ready to drive measurable retention and revenue growth.

  • Up to 15 staff seats
  • Square & Clover sync
  • Client briefs before appointments
  • Client notes, preferences & tags
  • Full visit history
  • Upsell tracking + revenue attribution
  • Advanced analytics dashboard
  • Re-engagement alerts
  • Full AI recommendations engine
  • Staff leaderboards
Start Free Trial
Enterprise
Custom

tailored to your group

For multi-location groups, franchises, and enterprise beauty brands that need flexibility and dedicated support.

  • →Unlimited staff seats
  • →Multi-location management
  • →Everything in Professional
  • →Custom integrations & API access
  • →Dedicated success manager
  • →Priority onboarding & training
  • →SLA & uptime guarantees
  • →Volume pricing
Contact Sales
FAQ

Common questions

Do I need a credit card to start?

No. Your 14-day free trial starts immediately with no payment required.

How long does setup take?

Under 5 minutes. Connect Square, we sync your data, and your first brief is ready.

What happens to my data if I cancel?

Your data stays yours. Export everything at any time — your Square account is unaffected.

Can I change plans?

Yes, upgrade or downgrade anytime. Changes take effect at the next billing cycle.

Does it work for multiple stylists?

Professional and Studio plans support your entire team with individual logins and per-stylist analytics.

Is my client data secure?

All data is encrypted at rest and in transit. SOC 2 compliant. We never sell or share client data.

Start free

14 days free.
No card needed.

Download the App
About

Built by people who
love great service.

We built the intelligence layer that makes client relationships unforgettable at scale.

Our Story

Client Lens started when we kept noticing the same pattern: exceptional stylists who genuinely cared about their clients were losing them simply because they couldn't track the details — a preference here, a birthday there, a formula tweak that made all the difference.

We built the intelligence layer they needed — one that works quietly in the background, surfaces what matters at the right moment, and makes every client feel like the only client in the room.

Today Client Lens helps hundreds of salons and service businesses across the US deliver more personalized service, retain more clients, and grow revenue without adding overhead.

Start Your Free Trial

Relationships First

Every feature we build is about helping one human give another human a better experience.

Simple, Not Simplistic

We remove complexity without removing depth. The right insight at the right moment.

Your Data, Your Rules

We're stewards of your client data — not owners. Full portability, full control, always.

Measurable Impact

Every feature ships with a clear outcome. If it doesn't move numbers, we rethink it.

Get in Touch

Let's talk.

Whether you want a live demo, have a question about integrations, or just want to see what Client Lens looks like on your actual data — we'd love to hear from you.

Emailhello@clientlens.ai
Phone(210) 941-8275
LocationAustin, TX
Client Lens
Download the App

Client Lens is a
mobile-first experience

Get instant client briefs, upsell signals, and team analytics right in your pocket. Available on iOS and Android — free to download, 14-day trial included.

Download on the
App Store
Get it on
Google Play
★★★★★4.9 on App Store
★★★★★4.8 on Google Play
Free · 14-day trial included
In the App

Everything in one place

The full Client Lens intelligence layer, designed for mobile. Works on both iPhone and Android.

Client Briefs

See every client's full history, preferences, and AI-powered recommendations before each appointment.

Analytics Dashboard

Track revenue, retention, and team performance from your phone — daily summaries always at hand.

Upsell Queue

Today's prioritized upsell opportunities, ranked by likelihood — so your team knows exactly where to focus.

1

Download the app

Available free on iOS and Android. Search "Client Lens" or tap the buttons above.

2

Connect Square

Log in and authorize your Square account in two taps. Your data syncs immediately.

3

Start your trial

Your 14-day free trial begins automatically. No credit card, no commitment.

Careers

Build something
that matters.

We're a small, focused team at Easy Dial AI solving a real problem for thousands of beauty business owners. If that sounds like your kind of work, we'd love to hear from you.

Why Easy Dial AI

A small team.
A real mission.

Easy Dial AI was founded to bring intelligence tools — the kind that large enterprises take for granted — to small and independent service businesses. Client Lens is our first product, and it's just the beginning.

We move fast, care deeply about the people who use what we build, and believe that great software should feel invisible — it just makes you better at your job.

We're headquartered in Austin, TX and incorporated in Delaware. Remote-friendly from day one.

High ownership

Small team means big impact. You'll own entire domains, ship fast, and see your work in the hands of real users quickly.

Remote-first culture

Work from wherever you do your best work. We coordinate async and meet deliberately — no meetings for the sake of meetings.

Equity from day one

Everyone who joins early shares in what we build. Competitive comp, meaningful equity, and a real stake in the outcome.

Open Positions

No open roles right now

We're not actively hiring at the moment, but we're always interested in meeting exceptional people. If you think you'd be a great fit, send us a note.

Get in Touch
Blog

Insights for beauty
business owners.

Practical ideas on client retention, team performance, and running a smarter service business.

Client Retention

Why Your Best Clients Leave — and What You Can Do Before It Happens

Most beauty businesses lose clients silently. No complaint, no goodbye — they just stop rebooking. Understanding the early warning signs is the first step to keeping them.

C
Client Lens Team · 6 min read
Mar 2025

What you'll learn

  • →The 3 behavioral signals that predict churn 30–60 days out
  • →Why visit frequency drops before clients consciously decide to leave
  • →Simple outreach scripts that bring lapsed clients back
  • →How to build a retention habit into your weekly routine
Read Article
Team Performance

The Upsell Conversation Your Stylists Are Afraid to Have

Upselling feels pushy to many stylists — but it doesn't have to. The difference between a great recommendation and a hard sell is timing, context, and confidence. Here's how to build all three.

C
Client Lens Team · 5 min read
Feb 2025
Square Tips

Getting More From Square Appointments: Data You're Probably Ignoring

Square Appointments stores more client intelligence than most business owners ever look at. Here's how to find the patterns hiding in your booking history — and turn them into revenue.

C
Client Lens Team · 7 min read
Jan 2025
Business Growth

The Client Relationship Playbook: How Top Beauty Businesses Build Loyalty That Lasts

Loyalty isn't built through punch cards. It's built through memory — knowing your client's name, their usual, and what they mentioned last time. This is how the best service businesses make it systematic.

C
Client Lens Team · 8 min read · Dec 2024
Read Article →
Legal

Privacy Policy

Last updated: March 1, 2025  ·  Easy Dial AI, Inc.

Summary: Easy Dial AI collects only what's needed to run Client Lens. We never sell your data or your clients' data. You can delete your account and data at any time. That's the short version — the full policy is below.

1. Who We Are

Easy Dial AI, Inc. ("Easy Dial AI", "we", "us", or "our") is a Delaware corporation with its principal place of business in Austin, Texas. We operate the Client Lens platform, a client intelligence application for beauty and service businesses ("Service"). This Privacy Policy explains how we collect, use, and protect information when you use Client Lens.

2. Information We Collect

Account information: When you create an account, we collect your name, email address, business name, and payment information (processed by our payment provider).

Square data: When you connect your Square account, we access appointment records, client names and contact information, service history, and transaction data as authorized by you through Square's OAuth flow.

Usage data: We collect standard log data including IP address, browser type, pages visited, and feature interactions to operate and improve the Service.

Notes and content: Any stylist notes, client briefs, or custom content you create within the platform is stored on your behalf.

3. How We Use Your Information

We use the information we collect to:

  • →Provide and operate the Client Lens Service
  • →Generate client briefs, upsell signals, and retention analytics
  • →Send transactional emails and product updates
  • →Improve and develop new features
  • →Comply with legal obligations

We do not sell your data or your clients' data to any third party. We do not use your client data for advertising purposes.

4. Data Sharing

We share data only with trusted service providers who help us operate the platform (cloud hosting, payment processing, email delivery). All third-party providers are contractually bound to protect your data and may not use it for their own purposes.

We may disclose information if required by law, court order, or to protect the rights and safety of Easy Dial AI, our users, or the public.

5. Data Retention & Deletion

We retain your account data for as long as your account is active or as needed to provide the Service. If you cancel your account, we will delete your data within 30 days, except where retention is required by law.

You may request deletion of your data at any time by contacting us at privacy@clientlens.ai.

6. Security

All data is encrypted in transit using TLS and encrypted at rest. We conduct regular security reviews and follow industry best practices. For more detail, see our Security page.

7. Your Rights

Depending on your location, you may have rights to access, correct, or delete your personal data. To exercise any of these rights, contact us at privacy@clientlens.ai. We will respond within 30 days.

8. Contact

Easy Dial AI, Inc.  ·  Austin, Texas  ·  privacy@clientlens.ai

Legal

Terms of Service

Last updated: March 1, 2025  ·  Easy Dial AI, Inc.

1. Agreement to Terms

By creating an account or using Client Lens (the "Service"), you agree to these Terms of Service ("Terms") between you and Easy Dial AI, Inc. ("Easy Dial AI", "we", or "us"), a Delaware corporation. If you're using the Service on behalf of a business, you represent that you have authority to bind that business to these Terms.

2. The Service

Client Lens is a client intelligence platform that connects to Square Appointments and provides business analytics, client briefs, and related features. We reserve the right to modify, suspend, or discontinue any part of the Service at any time with reasonable notice.

3. Your Account

You are responsible for keeping your account credentials secure. You must notify us immediately at hello@clientlens.ai if you suspect unauthorized access. You may not share your account with others or create accounts using automated means.

4. Subscriptions & Payment

Client Lens is offered on a subscription basis. Your subscription will renew automatically at the end of each billing period unless you cancel before the renewal date. We do not offer refunds for partial billing periods.

We may change pricing with 30 days' advance notice. Continued use of the Service after a price change constitutes acceptance of the new pricing.

5. Your Data

You retain ownership of all data you bring to or create within the Service, including Square data and client notes. You grant Easy Dial AI a limited license to process this data solely to provide and improve the Service.

You are responsible for ensuring you have appropriate rights and consents to use client data within the platform, including compliance with applicable privacy laws.

6. Acceptable Use

You agree not to:

  • →Use the Service for any unlawful purpose
  • →Attempt to reverse engineer or extract the source code of the Service
  • →Resell or sublicense access to the Service without our written consent
  • →Transmit malicious code or interfere with the Service's infrastructure

7. Disclaimer & Limitation of Liability

The Service is provided "as is" without warranties of any kind. Easy Dial AI does not warrant that the Service will be uninterrupted, error-free, or free of harmful components.

To the maximum extent permitted by law, Easy Dial AI's total liability for any claims arising from these Terms or your use of the Service shall not exceed the amount you paid us in the 12 months preceding the claim.

8. Governing Law

These Terms are governed by the laws of the State of Delaware, without regard to its conflict of law provisions. Any disputes shall be resolved in the state or federal courts located in Delaware.

9. Contact

Easy Dial AI, Inc.  ·  Austin, Texas  ·  legal@clientlens.ai

Security

Security you can
count on.

Your client data is sensitive. We treat it that way. Here's exactly how we protect it.

Encryption

All data is encrypted in transit using TLS 1.2+ and encrypted at rest using AES-256. This includes all client records, notes, and analytics data.

Access Controls

Role-based access ensures your stylists only see the data relevant to them. Owner and admin roles have separate permission sets. All access is logged.

Data Isolation

Each business account is logically isolated. Your data is never commingled with another business's data at the application or database layer.

Regular Backups

Your data is backed up daily with point-in-time recovery available. Backups are stored in geographically separate locations for redundancy.

Security Reviews

We conduct regular internal security reviews and code audits. Vulnerabilities are triaged and addressed based on severity, with critical issues patched immediately.

Square OAuth

We connect to Square via their official OAuth2 flow. We never store your Square credentials. You can revoke access at any time directly from your Square dashboard.

Responsible Disclosure

Found a vulnerability?

We take security reports seriously. If you've discovered a potential security issue in Client Lens, please email us directly. We'll respond within 48 hours and work with you responsibly.

security@clientlens.ai