Client management
Their favourite stylist, a previous treatment or a personal preference. With client details, notes and history together, you can pick up where you left off. Even when a colleague takes over the visit.
More than a name in your calendar
A preference for natural colour tones or that favourite treatment from last time. Keep a short note with the client so the information is at hand for their next visit.
Open their profile and review their details and previous appointments.
Keep practical preferences in a clear client note.
You and your colleagues build on the same client information, within the configured permissions.
Prefers natural colour tones and lightweight styling. Uses Repair shampoo. At the next visit, ask whether the colour still suits her.
Attention that goes further
Appointments & purchases
Review previous appointments with the treatment, team member and status. From Professional, you can also see linked checkout sales and returns, so you can find which product a client took home.
Communication preferences
Appointment messages and marketing preferences are kept separately in the client profile. Check what someone wants to receive. With Complete, use client groups and marketing features for relevant follow-up.
Get started with client management
Contact details, client notes and appointment history are included from Basis. Professional adds extended profiles and purchase history. Complete also includes client segments and groups.
Already have a client list? We’ll look at which details can be transferred from your current system. Explore switching
Quick answers
Questions about your client list or switching? We’re happy to help.
Get in touchYes, a client profile includes a preferred team member. Who is actually available to book depends on the selected service and availability.
Only sales linked to that client appear in their profile. Select the client when creating a sale at checkout.
Yes. You can archive clients and restore them later. Archived clients are kept separate from your active client list.
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.
Personal, at every visit
Bring your client details together and discover how Sovado helps you prepare for every next visit.
