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.

  • CLIENT RECORDS
  • CLIENT NOTES
  • DOCUMENT ATTACHMENT

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.

Document Attachment

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

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.

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

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Client Spending History

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

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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.

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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.

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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.

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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.

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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.

Learn More About Yocale