The client card: history, notes and photos
Everything about a client in one place: appointments and visits, revenue and no-shows, private notes, before-and-after photos, forms and punch cards — and search, sorting, tags.
Everyone who books online lands in your client list by themselves, and you can add clients by hand too. In the list you search by name, phone or email, sort by last visit, name, visits or revenue, and tapping a tag shows only its clients.
In the menu, click “Clients”, then the client.
At the top of the card: WhatsApp, call and “New appointment” — and, for the owner and managers, the chat with the WhatsApp bot.
Below: visits, total revenue, no-shows and favourite service, then upcoming appointments, photos, forms, punch cards and the history.
On the side, in “Details & treatment card”, edit the details, tags and notes, and click “Save”.
Notes and before / after photos
Notes — sensitivities, colours, settings, what you did last time — are seen only by the team, never by the client. The card also keeps before, after and progress photos, by date; they’re stored privately in the client’s file and don’t appear anywhere else.
On a computer, in “Before / after photos”, choose before, after or progress, add a note if you like, and click “Upload photo”.
Blocking and deleting
The owner and managers can block a client from online booking: they can’t book through the page or the app, and you can still book them from the calendar. Deleting removes the whole file — history, photos, signed forms, punch cards and packages — and can’t be undone.
In the “Actions” box on the side of the card: “Block from online booking” or “Delete client”.
The guided tour is in the app
In the “Clients and client card” chapter, the tour shows this on the screen itself, step by step.
Does a staff member see all the clients?
Yes, and they can edit details and notes. Blocking, deleting and exporting aren’t available to staff members.
Can the client see the notes or the photos?
No. They’re kept in the business’s file and seen only by the team.
Where do the numbers on the card come from?
From the client’s appointments at your business: completed visits and their revenue, no-shows and cancellations.
Updated: 10 October 2026
Related guides
- Adding clients and exporting to ExcelAdd a client by hand from the list or straight from a new appointment, import a client list from another system on the website, and download all clients to an Excel file — on Pro.
- Forms and health declarations with a digital signatureProHealth declarations, consent forms and questionnaires — sent on WhatsApp with the appointment or signed in person on a phone or tablet; the signed copy stays on file. On Pro.
- Punch cards and treatment packagesProA punch card that fills from completed visits — each punch after your approval, with a reward at the end — and a prepaid treatment package that goes down with each visit. On Pro.
- Saving clients to your phone’s contactsProEvery client is saved automatically to your phone’s contacts and kept up to date — so you know who’s calling or messaging on WhatsApp. Set it up on each phone, on the Pro plan.
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