Create and add new client profiles
Add new clients to your business and keep their information organized in one place.
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Clients
Clients
Grow and manage your client base with ease. From creating and organizing client profiles to handling reviews and consultation forms, these tools streamline your client interactions. Learn how to set up and maintain client lists, manage important client information, and enhance client care.
Client profiles
Manage and edit client details
Update client information for accurate records and improved service.
Block clients from booking
Restrict online booking for clients who have missed multiple appointments.
Add and manage client documents
Keep important client information organized by storing notes and documents in their profiles.
View a client’s appointments, sales, and sold items
Track client activity with ease by viewing a client's appointments, sales, and purchased items.
Add and manage client allergies
Store client allergy information and keep your team informed for safety.
Add and manage staff alerts
Enhance client management by adding staff alerts to highlight key information.
Add and manage client patch tests
Incorporating patch tests for certain services to detect potential allergies.
View a client's wallet balance
View a client's wallet balance and transaction history for better financial management.
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.
Create and manage client sources
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.
Client consultation forms
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, rewards, and perks in their account.
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.
Update master settings for Client loyalty tiers
Edit how clients progress through tiers, how long they stay in them, and when tracking starts.
Set up and manage Loyalty tiers
Create custom tiers, set goals, and add rewards and perks clients can unlock.
Apply Loyalty rewards at checkout
Use existing rewards or claim new ones with client points at checkout.
Manage a client’s loyalty status and rewards
Adjust points, change tiers, and add or remove rewards from a client’s profile.
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