As easy as 1, 2, 3!
Step 1. Import your client list with notes
Use our client import tempate to import your client notes from your old booking system.
Step 2. Add notes as needed
Every client can be assigned notes for each activity they are booked into. Type and save notes and build a detailed history for each client.
Step 3. Build a personalised service
Client notes are chronilogically saved on their account page. Review notes made from any staff member, track client progress and deliver a more personalised service.