Provider web clients, messaging, notes, and CRM

Client records help providers deliver personalized service without losing booking context.

Client profile

• Review appointment history, preferences, notes, and contact details.
• Use tags or notes for operational context, not sensitive data that is not needed for service delivery.
• Keep messages tied to customer conversations so reminders and decisions are traceable.

Follow-up

Use client history when rebooking, resolving support issues, checking package or membership eligibility, or responding to reviews.