Client records
What you did last time, without the shoebox.
Every visit, every note, every form, on one page per customer. The colour formula, the patch test date, the photo from six weeks ago.
£9.99 a month, unlimited bookings, never a commission. Free to start: 20 bookings a month, no card.
The problem
The details that keep a customer are the ones nobody can find.
It is on a card in a drawer
Which is fine until the drawer is at the other shop, or the card is somebody else's handwriting.
You ask the same questions twice
Allergies, medication, what they had last time. Asking again is the bit that makes a regular feel like a stranger.
Paper records and the law
A box of handwritten client cards with health details in it is personal data, and a box is not a security policy.
How it works
Three steps, then it runs itself.
- 01
They fill the form before they arrive
Attach a consultation or intake form to a service and it goes out with the booking. They answer on their phone; the answers are on their record when they walk in.
- 02
You write down what you did
Your trade's own fields - formula, needle, weight, whatever matters - plus a free note. From the booking card in the diary, in about ten seconds.
- 03
Next time, it is already there
Open the booking and their history is beside it: what they had, what they paid, what you wrote.
The real thing
The working product. Not a mockup.
Every picture on this page is a capture of the working product, taken from a shop running on FullDiary.
What you get
The details that matter on a busy day.
Private notes stay private
Nothing you write privately is ever on a page the customer can open. That is enforced in the queries, not by being careful.
Photos, before and after
Attach photos to a visit. Useful for colour, for tattoos, for treatment, and for the conversation six weeks later.
Their whole history, in one place
Bookings, spend, packages, forms, messages and invoices. You can see whether somebody is a regular without adding anything up.
Yours to take
Your customer list exports whenever you want it. It is your business, not ours.
FAQs
Questions, answered straight
The things people ask about client records before they sign up.
Something else on your mind? Ask a human.
Can I build my own consultation form?
Yes. Add the questions you actually ask, mark the ones that must be answered, and attach the form to the services that need it.
Is this suitable for health information?
Records are private to your business, held in the EU and never shown on a customer-facing page unless you choose to share a visit summary. You remain the data controller for your customers' information.
Can I import the customers I already have?
Yes, from a spreadsheet, and you can export them again whenever you like.
Do customers see my notes?
No. Private notes are never selected by anything a customer can open.
While you are here
Two more things it does.
- Client records