Manage your clients
Fresha keeps all your client details in one place, giving you instant access to everything you need, including appointment history, preferences, documents and reviews.
Manage your clients
Learn how to view and update client profiles in Fresha. Access profiles from your client list or appointments, use smart labels to spot new clients, no-shows, or loyalty members, and record key details, keeping everything at a glance and accessible. Check out the rest of the videos in this playlist to learn how to add and manage your clients with Fresha.
Keeping client profiles up to date helps you deliver a personalized experience every time they visit.
In this lesson, I'll show you how to see key information at a glance and make updates on the go with handy shortcuts.
You can find all client profiles in your main client list, but they're also accessible from within an appointment.
Right here are the client's key contact details, along with a quick view of whether they've got a payment card saved on file. If a client is brand new to your business, a label shows up like this until they complete their first appointment.
And if a client has ever missed an appointment, that shows too. A no-show label appears here based on their entire appointment history. These smart indicators are a great way to stay one step ahead.
And if you've got a client loyalty program that shows too. Their loyalty tier and points balance are visible at a glance, making it easy to spot those who are top clients.
And those clients who have active memberships or packages? They also show right here.
Plus, there's space for important details that help you provide a personalized experience for your clients.
Right here, you can find any recorded allergies or patch test results.
When you need to update a profile, there are handy shortcuts, including editing the client's details as well as highlighting important information. You can find these here under actions. For example, you can record staff alerts that show up on every appointment for this client. These only show for your team members, so they are always informed.
From here, you can also quickly access the client's expanded profile view, which includes their full history notes and attachments.
And that's it! With Fresha, all the important client info is right where you need it. So whether you're scheduling appointments from the calendar or completing sales, you'll always have the key details at hand, to deliver a personalized experience.
