—— Core module Included in every plan
Clients & CRM
Rich client profiles, dynamic segments, campaigns, reviews, tickets and an AI-powered follow-up queue.
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What it does
Clients & CRM
Know every client. Nudge the right ones at the right moment. Keep the ones you've already earned — with one record, one consent register and a self-service portal.
- Searchable client list with bulk import
- Search, filter, sort and export the whole list in seconds. Bring an existing client database in by uploading a CSV or Excel file from the template provided — saving hours of typing on day one.
- Rich client records
- One screen captures everything you need: contact details, date of birth, allergies, free-form notes, your own tags, and — for B2B clients — the legal name, VAT and CR registration that ZATCA-compliant invoices require.
- One client, every interaction
- Each client opens to a sidebar that includes appointments, sales, payments, invoices, notes, communications and notifications — plus medical, dental, lab, prescriptions, imaging, loyalty and insurance tabs when those add-ons are active.
- Lifetime value at a glance
- The overview shows total spend, total visits, cancellations, no-shows and any open store credit — so the front desk knows whether to thank, follow up or apologize before the conversation starts.
- Pinned notes the team can trust
- Any team member can add, edit and pin a note to the client. Pinned notes float to the top, every note carries the author and date, and the timeline survives across visits — institutional memory by default.
- Communications timeline
- Every message ever sent to this client across in-app, email, SMS and WhatsApp — with subject, body, status and reason if it failed. "Did they actually get the reminder?" answered in two clicks.
- Each client controls their channels
- Every client carries separate consent for appointment messages and marketing — toggleable per channel. Campaign blasts skip clients who haven't consented and count them in a dedicated "skipped" tally so you stay compliant without thinking about it.
- Multiple addresses and emergency contacts
- Capture as many addresses (Home, Work, Site) and emergency contacts as a client needs — useful for clinics, mobile-service businesses and B2B accounts that have several billing locations.
- Live segments — new, loyal, lapsed, big spenders
- Seven ready-made segments — New clients, Recent visitors, First-visit only, Loyal, Lapsed, High spenders and Upcoming birthdays — tunable on the spot with the count refreshing as you change the rules. Pin any segment as a colored badge that follows the client around the dashboard.
- Send a campaign from any segment
- One tap on a segment opens the campaign builder pre-filled with its members. The export-upload-list cycle disappears — you can be sending an offer to lapsed clients in under a minute.
- Email, SMS and WhatsApp campaigns
- Pick a segment, pick a channel, write the message and send. Watch the dashboard tick up sent, failed and skipped counts in real time, and the segment definition is locked in at send-time so the report is the same in six months.
- Reviews with reply
- Every completed appointment can collect a 1–5 star review with a comment. Reply from the dashboard, hide a review with one tap if it needs context, and per-service averages flow onto the public booking page where they help close new bookings.
- Tickets per client
- Each client has their own little support inbox. Open / closed status, message threads and a small blue dot when the last reply came from the client — so nothing slips through.
- Client statement and store-credit balance
- Print or email a clean statement of charges and payments at any time. Open store credit from credit notes appears as its own line so the cashier can apply it on the next ticket.
- Photo or built-in avatar
- Upload a client photo or pick from the avatar gallery; remove or change it any time. The avatar follows the client across the dashboard so the team always recognises who they're greeting.
- Self-service portal and "log in as client"
- When you enable a portal account for a client, they can sign in to view bookings, invoices and memberships and change their own contact details. Admins can reset the password and "log in as client" for white-glove support — without ever asking the customer to share their password.
- Loyalty wallet and follow-up tasks (add-ons)
- Add the Loyalty add-on and every client gets a points wallet with earn, redeem and expiry tracking. Add the Follow-up add-on and the profile gains a tasks tab with assignees, due dates and an automatic schedule for the touchpoints you don't want to forget.
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What it looks like
A live preview of the Clients & CRM module.
Clients
Manage your client database
Add Client
Clients listSegmentsCampaignsReviews
Search clients…
DateFiltersNewestClient namePhoneApptsCreated
A
Ali Bakr
ali@demo.local
F
Fatima Ibrahim
fatima@demo.local
H
Haya Sultan
haya@demo.local
K
Khalid Mansoor
khalid@demo.local
M
Mohammed Al-Saud
m@demo.local
Works best with
Each module is designed to work with every other — here are the ones that pair most tightly.
Better together.
Calendar
Multi-location scheduling with staff lanes, blocked time and resource booking.
Sales & POS
Lightning-fast POS with tickets, recurring invoices, estimates, credit notes, gift cards, expenses and cash register.
Reports
P&L, balance sheet, cash flow, VAT, AR/AP aging, commissions, attendance, staff and client KPIs.
Start today
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