Client Management

Yocale’s client relationship tools  make it easy to track client details via individual client profiles so that you can deliver more personalized customer service.

  • Free online scheduling software CLIENT RECORDS
  • Free online scheduling software CLIENT NOTES
  • Free online scheduling software DOCUMENT ATTACHMENT
Free online scheduling software

Client Records

View your client details, appointment history, receipts, notes and more, making every appointment personalized.

Client Notes

Take your business paperless and keep all of your client notes secure and in order. Create detailed notes of your patients visits and always accessible across your devices.

Free online scheduling software
Free online scheduling software

Document Attachment

Create comprehensive client profiles by attaching documents, images, forms, reports and other files to them.

  • Free online scheduling software
  • Free online scheduling software
  • Free online scheduling software
Free online scheduling software

Client Records

View your client details, appointment history, receipts, notes and more, making every appointment personalized.

Client Notes

Take your business paperless and keep all of your client notes secure and in order. Create detailed notes of your patients visits and always accessible across your devices.

Free online scheduling software
Free online scheduling software

Document Attachment

Create comprehensive client profiles by attaching documents, images, forms, reports and other files to them.

You Provide the Service, We'll Handle the Rest

You Provide the Service, We'll Handle the Rest

Free online scheduling software

Client Spending History

Have all your client spending history and past invoices at a glance. Easily track and manage their payments with Yocale.

Free online scheduling software

Communication History

Keep all your communication history in one place. Track emails and SMS’s sent so you and your client are always on the same page.

Free online scheduling software

Client Profile

Yocale makes it easy to track client details via individual client profiles so that you can deliver more personalized customer service and make your business stand out.

Free online scheduling software

Client Reports

Get the numbers you need to make better decisions by viewing your top spenders, most loyal clients or help bring back those you haven’t seen in a while.

Free online scheduling software

Custom Forms & Fields

Personalize your client profile with custom fields to track the information you care about. Create custom forms to intake that data and store it all in one place in their unique profile.

Free online scheduling software

Client Review & Feedback

Reviews are proven to make you sell more. Yocale automates the process (while giving you complete control of your reviews) so you can generate more reviews without the effort.

Client Management in Action

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Popular Client Management Features

Free Online Scheduling Software

Robust Client Management

Keep your business open 24/7, reduce unproductive front desk time spent on the phone and nix dreaded double booking mistakes by allowing your clients to instantly book an appointment with you any time, any place.

Client Payment History

Save more time by streamlining your payment system. View your clients’ payment history from their past appointments and easily track down old receipts and invoices.

Free Online Scheduling Software

Client Reports

View your most important data in seconds so you can empower yourself to make the best decisions for your business. Did you have 5 no-shows last week? It’s time to evaluate. View client reports for appointments and revenues from custom time frames.

Client Appointment History

Make better business decisions by keeping track of your clients’ appointment history along with notes and payment history. Has Sally missed her last three appointments? Maybe it’s time to set up pre-authorized payments.

Free Online Scheduling Software

Client & Appointment Notes

Have piles of client documents that are taking up space? Do you have a habit of losing your notes? Do you try to remember that Danielle is allergic to nuts?  Easily enter your notes and keep them organized while reducing paper clutter by storing them safely via your scheduling software.

Custom Form Builder

Streamline all of your forms, keep them safe, reduce paper waste and save more time by building custom forms to send to clients for them to fill (or complete yourself) after appointments.

Learn More about Client Management Features