client management

Client Management

Build a solid relationship with your clients and keep them coming back.
Knowing your customers is key to building loyalty, and organization is key to collecting and tracking everything you need to know about your client. Every client that has an appointment booked on Yocale automatically gets a profile that you can easily access and view at any time. Be prepared for every appointment.

Client Dashboard

Know Your Client’s Story With Your Business.

Easily access and view your customer’s contact details, see their past appointments, view their payment history, review and attach notes, files and images, add alerts and reminders like VIP customer, allergies or favorite products; everything you need to strengthen relationships with your clients is right on their client dashboard. Make every interaction with your customers count.

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Client Profile

Staying On Top Of Their Appointments.

Every customer has a custom profile where they can easily book, cancel and reschedule appointments, follow their favorite providers, view appointment history, keep track of their spending and print receipts.

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Perfect Client Notes

The One Place. For Everything.

There is no better place to store all of your client notes than on Yocale. With Yocale’s secure and encrypted notes, you can rest assured that your client’s record information remains private and safe. You also have the flexibility to not only add notes directly for each one of your clients, you can also add notes for each one of their individual visits too. This gives you the full story of your client’s past visits that you can easily go back through anytime you need. You can also export all of your notes whenever you like. What more can we say.

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