Client management

Keep client information organized and easy to access to better anticipate clients’ needs and optimize the customer experience.

No credit card or commitment required.

How it works

Get a new booked appointment
Client data is added to your client base
Keep all client data in one place

Build strong
relationships
with your clients

Increase customer satisfaction

Keep information in one place so you may use it to increase customer satisfaction.
Dedicate more time to your clients

Hold more meetings by saving time on routine management tasks.
Speed up communication

Provide fast support to your clients through meeting rooms.

Be closer to your clients with advanced chat features

Manage all your clients in one place

Access your client list to see all upcoming events or sort the list to find rescheduled or canceled meetings.

View client details and booking histories

Choose a client by name to get a list of past and future meetings. See client details to better prepare for your upcoming meetings.

Access a personal meeting room for each client

Go to the meeting room straight from the client details card to see your message history and appointment details. With quick chat access, you can send urgent information or share files before and after the meeting.