Client management

    All important client information in one place

    Keep contact details, appointment history, notes, documents and communication in an organised record with role-based access.

    Complete client profile

    Quickly review contacts, previous and upcoming appointments and important notes.

    Custom fields

    Capture the information your workflow needs without scattered spreadsheets.

    Controlled access

    Roles and permissions determine which employees can view or edit information.

    Less searching, more context

    1. 1

      Create a client during the first booking or manually.

    2. 2

      Every future appointment is connected to the same profile.

    3. 3

      The team sees relevant information when it is needed.

    See Calendra in practice

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