Clients

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

Update client information for accurate records and improved service.

Create tags and assign them to clients to identify and target key client groups.

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

Store documents and images directly in client profiles.

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

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

Incorporating patch tests for certain services to detect potential allergies.

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

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

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

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

Restrict online booking for clients who have missed multiple appointments.

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

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

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

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

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

Delete or block multiple clients at once.

Create segments to organize clients and tailor your marketing.

Build a custom client group using advanced conditions.

Collect client information before or during appointments using forms.

Gather important client information before or during appointments with forms.

Add custom sections to form templates.

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

Collect reviews, track your Fresha and Google ratings, and reply faster with AI Concierge.

Collect and manage client feedback to build trust.

Bring your Google and Fresha reviews together to manage client feedback in one place.

Reply to client reviews from Fresha and Google without leaving Fresha.

Understand how your business is performing with ratings, reviews, and AI-powered insights.

Report a Fresha client review that you believe does not follow our reviews policy.

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

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

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

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

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

Grow your client list by rewarding clients for referring friends.

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

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

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