Client Records for Spas and Salons

The client profile holds service history, preferences, products bought and package balance. Reception opens one screen for a client, and a therapist reads the notes before the appointment begins.

Share your requirements

On the profile at check-in

Reception opens the profile as the client arrives.

Service history

Every service is listed with its date and the therapist who did it, so a colour used at an earlier visit is on the record. Nobody has to remember it.

Preferences

Pressure, temperature, a reaction to an oil, or a wish for a quiet session. One therapist writes the note, and the next therapist reads it before the client sits down.

Products bought

Retail products taken home are listed, so a reorder for a serum can be anticipated.

Visits owed

Package visits remaining and the membership renewal date show on the same profile as the service history.

When a therapist leaves

Clients can be handed to another therapist with their preferences already written down. The new therapist starts from the record and not from a fresh conversation. Notes are what make that handover work.

Clients who have gone quiet

A list shows clients with no visit in two months. Nobody has to notice an absence by chance. The list gives the desk names to call or message.

What notes are not

Preferences and allergies a client mentions can be recorded. Prescriptions, case sheets and treatment charts belong in a clinic system. An Ayurveda centre with doctors should raise this at the start.

FAQ

Frequently asked questions

Can a therapist see a client’s notes?

Yes, for her own appointments, where the owner allows it. Notes only help if the person giving the treatment can read them.

Do staff have to type notes after every service?

No. A line when something is worth remembering, such as a reaction or a preference, is enough to be useful at the next visit.

Can we find clients who book only one service?

Yes. Service history reads by client, so a list of clients who book only threading can be made, for example to send an offer on facials.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.