Know every customer without typing a note
Every chat enriches the customer profile—preferences, history, notes. See all past bookings, messages, and spending in one place. Seven smart segments automatically categorize customers by behavior and value.
- Every chat enriches the customer profile—preferences, history, notes
- Unified timeline shows all bookings, messages, payments, and interactions
- Seven smart segments automatically find VIPs, at-risk, leads, and more
- Custom attributes let you track any data unique to your business
Seven segments that update automatically
Customers move between segments based on their behavior. No manual tagging required.
Leads
Customers who haven't booked yet
First-timers
Completed their first appointment
Repeat
2+ bookings completed
VIP
Top 20% LTV with 3+ visits
At Risk
60+ days inactive or 2+ no-shows
Lapsed
180+ days since last visit
No-Show Risk
History of cancellations
Beyond basic contact management
Enterprise-grade CRM features without the enterprise complexity.
Custom Attributes
Create custom fields for any data you need—skin type, product preferences, allergies. Filter and segment by any attribute.
Segment Builder
Build custom segments with spend filters, recency rules, and behavior patterns. Live preview shows matching customers instantly.
Bulk Actions
Tag, export, or message multiple customers at once. Smart suppression preview shows who can't receive messages before you send.
Duplicate Detection
Automatic identification and merging of duplicate customer records. Full audit trail preserves history.
Multi-Location Rollups
See customers across all your locations. Track total spend and visits organization-wide. (Pro+)
“I used to forget half my clients' names. Now I know their preferences, their kids' names, everything—without typing a single note. My repeat rate went from 40% to 68%.”
Maria Santos
Owner, Serenity Spa