Everything you need
to know every client.

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

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.

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

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.

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

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.

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

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.