Create client profiles
Add new clients to your business and keep their information organized in one place.
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
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.
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 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 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.
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.
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.
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.
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.
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.
Client 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 custom form template
Add custom sections to form templates.
Complete forms
Easily manage forms, including handling drafts, completed forms, and incomplete ones.
Client 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.
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 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.
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.
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