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.
Every detail, one screen
Contact info, notes, tasks, recent activity, upcoming appointments, recurring schedules, full service history. Walk into every appointment knowing the story.
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.
Which plan includes customer management? +
Customer management is included in Core ($39/mo), with a 30-day free trial.