Client management
Know the story
behind every appointment.
A favourite stylist, a previous treatment, a product purchase. With a client profile in Sovado, you can pick up where you left off, even when a colleague takes over the visit.
- Online appointments
- Everything together
- Room to grow
SovadoClientsSNoor de Vries
Fictional client · Studio NovaPrefers natural tones. Favourite stylist: Sophie. Last time: warm copper.
For salons that want to offer personal attention without loose notes and separate lists.
How to use itOne profile
Turn a name into useful context.
Keep contact details, a preferred team member, tags and notes with each client. A short note about a colour preference helps at their next visit. There's no need to search through past appointments or personal messages.
Find the right client and open their profile.
Record preferences in a clear note.
Keep active and archived clients separate.
Appointments and purchases
See what happened before.
The client profile shows appointments with the treatment, team member and status. You can also find checkout sales and refund amounts. See, for example, which shampoo a client bought after their previous colour treatment.
- Treatment history with dates and team members.
- Sales linked to the client.
- Loyalty balance and recent activity when a programme is active.
SovadoCheckoutSEverything on one receipt.
Receipt #1042
Communication preferences
Personal attention starts with listening.
A client who wants appointment reminders doesn't necessarily want every offer. Sovado stores separate preferences for appointment messages, newsletters, SMS marketing, birthdays and last-minute slots. These preferences help determine who receives your communications.
- Check preferences by channel and topic.
- Select relevant clients for campaigns.
- Keep last-minute interest separate from general marketing consent.
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From a subtle shine to a warm copper. Discover the treatment that suits you.
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From possibility
to everyday practice.
See Client management in a familiar salon situation.
- 01
Before the visit
Open Noor's profile and read the note about her preference for natural colour tones.
- 02
After the treatment
Check out with Noor linked as the client so the sale appears in her history.
- 03
At your next contact
Use the history and check communication preferences before preparing a message.
What you need
Good to know in advance.
Basic client management, contact details, appointment history and client notes are included in Solo. Detailed client profiles and purchase history are available from Professional. Grouping clients is an optional add-on with Solo and Professional and included in Complete. For example, you can send a targeted message to clients who haven't visited in a while.
View plans and costsA few things to know
Questions about
Client management.
From your first choice to everyday use. This helps you assess the options.
Ask your own questionCan I save a preferred team member?
Yes, a client profile includes a preferred team member. Who is actually available to book depends on the selected service and availability.
Do all purchases automatically appear in the history?
Only sales linked to that client appear in their profile. Select the client when creating a sale at checkout.
Can I archive clients?
Yes. You can archive clients and restore them later. Archived clients are kept separate from your active client list.
Can I import existing client details?
The options depend on the export file and the fields available in your current system. Discuss what you want to transfer and agree on an approach before moving any data.
Your next step
Discover what Sovado
means for your salon.
Explore the setup or discuss your questions first. Choose what suits your salon.