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Clients

Clients

Streamline client care with Fresha, all from one place. Instantly access appointment history, preferences, documents, and client reviews. Stay prepared by adding notes, uploading files, and collecting forms ahead of time. And with a customizable loyalty program that automatically tracks points and tiers, it’s easy to recognize and reward your most loyal clients, without lifting a finger.

- Client profiles
- Client list
- Client forms
- Client reviews
- Client loyalty

Client profiles

Create client profiles

Add new clients to your business and keep their information organized in one place.

Create client profiles

Add new clients to your business and keep their information organized in one place.

Update client details

Update client information for accurate records and improved service.

Update client details

Update client information for accurate records and improved service.

Add notes to client profiles

Keep important client information organized by storing notes in their profiles.

Add notes to client profiles

Keep important client information organized by storing notes in their profiles.

Add files to client profiles

Store documents and images directly in client profiles.

Add files to client profiles

Store documents and images directly in client profiles.

Add staff alerts to client profiles

Enhance client management by adding staff alerts to highlight key information.

Add staff alerts to client profiles

Enhance client management by adding staff alerts to highlight key information.

Record an allergy

Store client allergy information and keep your team informed for safety.

Record an allergy

Store client allergy information and keep your team informed for safety.

Record client patch tests

Incorporating patch tests for certain services to detect potential allergies.

Record client patch tests

Incorporating patch tests for certain services to detect potential allergies.

View client history

Track client activity with ease by viewing a client's appointments, sales, and purchased items.

View client history

Track client activity with ease by viewing a client's appointments, sales, and purchased items.

Manage client wallets

View a client's wallet balance and transaction history for better financial management.

Manage client wallets

View a client's wallet balance and transaction history for better financial management.

Manage client rewards

Set up rewards that clients can earn with points, reach through tiers, or receive manually.

Manage client rewards

Set up rewards that clients can earn with points, reach through tiers, or receive manually.

Add client referrals manually

Manually add client referrals in client profiles, so you always know who’s bringing new clients to your business.

Add client referrals manually

Manually add client referrals in client profiles, so you always know who’s bringing new clients to your business.

Block clients from booking

Restrict online booking for clients who have missed multiple appointments.

Block clients from booking

Restrict online booking for clients who have missed multiple appointments.

Delete client profiles

Manage your client list by permanently deleting clients who no longer book with you.

Delete client profiles

Manage your client list by permanently deleting clients who no longer book with you.

Client list

Import your existing client list

Transition your business to Fresha by importing your existing client list.

Import your existing client list

Transition your business to Fresha by importing your existing client list.

Merge client profiles

Clean up your client list by merging duplicate profiles into a single, unified record.

Merge client profiles

Clean up your client list by merging duplicate profiles into a single, unified record.

Track how clients discover your business

Distinguish appointment types by assigning them colors based on service, team or status.

Track how clients discover your business

Distinguish appointment types by assigning them colors based on service, team or status.

Export your client list

Export your client list for a clear and organized view of key client info.

Export your client list

Export your client list for a clear and organized view of key client info.

Manage your client list

Delete or block multiple clients at once.

Manage your client list

Delete or block multiple clients at once.

Client forms

Client forms overview

Collect client information before or during appointments using forms.

Client forms overview

Collect client information before or during appointments using forms.

Create a basic form template

Gather important client information before or during appointments with forms.

Create a basic form template

Gather important client information before or during appointments with forms.

Create a custom form template

Add custom sections to form templates.

Create a custom form template

Add custom sections to form templates.

Complete forms

Easily manage forms, including handling drafts, completed forms, and incomplete ones.

Complete forms

Easily manage forms, including handling drafts, completed forms, and incomplete ones.

Client reviews

Client reviews overview

Collect and manage client feedback to build trust.

Client reviews overview

Collect and manage client feedback to build trust.

Reply to client reviews

Strengthen your online reputation by replying to client reviews and feedback.

Reply to client reviews

Strengthen your online reputation by replying to client reviews and feedback.

Client loyalty

Client Loyalty overview

Reward clients with points and tiers to encourage repeat bookings and increase loyalty.

Client Loyalty overview

Reward clients with points and tiers to encourage repeat bookings and increase loyalty.

Understand how clients engage with your loyalty program

See how clients manage points, tiers, and rewards in their accounts.

Understand how clients engage with your loyalty program

See how clients manage points, tiers, and rewards in their accounts.

Enable Client Loyalty

Select eligible items, apply your theme, and add terms and conditions for clients.

Enable Client Loyalty

Select eligible items, apply your theme, and add terms and conditions for clients.

Set up and manage Client loyalty points

Enable points, set earning rules, and create rewards clients can claim with their points.

Set up and manage Client loyalty points

Enable points, set earning rules, and create rewards clients can claim with their points.

Set up and manage Client loyalty tiers

Create custom tiers, set goals, and add rewards and perks clients can unlock.

Set up and manage Client loyalty tiers

Create custom tiers, set goals, and add rewards and perks clients can unlock.

Create client loyalty rewards

Set up rewards that clients can unlock with points or tiers.

Create client loyalty rewards

Set up rewards that clients can unlock with points or tiers.

Apply rewards at checkout

Use existing rewards or claim new ones with client points at checkout.

Apply rewards at checkout

Use existing rewards or claim new ones with client points at checkout.

Adjust a client’s rewards, points and tiers

Adjust points, change tiers and add or remove rewards from a client’s profile.

Adjust a client’s rewards, points and tiers

Adjust points, change tiers and add or remove rewards from a client’s profile.

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