Client Profiles

Remember every client like a regular.

Visit history, preferred therapist, pressure, oils, health notes and consent sit in one profile. Every therapist starts each session knowing what the client liked last time.

Client profile Consent: SMS, email
AR
Anjali R.Client since 2024 / 23 visits
Visit rhythm / every 4 weeks
FavouriteDeep Tissue, 90 min, with Priya
PreferencesMedium pressure, unscented oil
NotesLower back focus, avoid left shoulder
Next dueThu, 10:30 suggested
One profile

History, preferences and consent together

Cadence

Visit rhythm and next due date at a glance

Consent

Channel permissions recorded per client

Capabilities

Details that make a visit feel personal.

Visit history

Every service, therapist, room and product used, in order, with totals for spend and visits.

Preferences

Pressure, favourite oils, music, room temperature and preferred therapist, visible before each session.

Session notes

Therapists add short notes after a session, such as areas to focus on or avoid, for the next visit.

Rebooking cadence

The learned visit rhythm and next due date power the rebooking module automatically.

Consent record

Which channels the client agreed to, when, and any opt-outs, kept alongside the profile.

Packages and memberships

Remaining sessions on packages and membership status, so the front desk never has to guess.

In practice

How a profile builds itself.

01

First visit

Basic details and consent are captured at booking or check-in.

02

After the session

The therapist adds preferences and notes in under a minute.

03

Over time

History reveals the client’s rhythm, favourite service and preferred therapist.

04

Every return

The next therapist sees it all before the client arrives.

Your controls

Client data is handled with care.

  • Control which roles can see health and session notes
  • Export or delete a client profile on request
  • Record and update consent at any time
  • Merge duplicate profiles safely
Questions

About Client Profiles

Anything else, our team will answer on a walkthrough.

Can we import existing client records?

Yes. Client lists and visit history can usually be imported from spreadsheets or your current booking system. We confirm the format during onboarding.

Who can see health notes?

Only roles you allow. Health and session notes can be restricted to therapists and managers.

Can a client ask for their data to be removed?

Yes. Profiles can be exported or deleted on request. See our Data & Security page for details.

Next available slot

Your 11:00 is still open. Let's fill it.

Set up your calendar, therapists and services, then watch the first gaps close. Our team can walk you through it on your own schedule.

Deep Tissue09:00 / 60 min
Facial10:00 / 60 min
Hot Stone14:00 / 90 min
Reflexology15:30 / 90 min
Aroma17:00
Prefer a guided tour first?Book a walkthrough with our team