Client Profiles — a unified view of every client

There's a new Clients section under CRM: search your clients and open a full Client 360 profile that brings visit history, spend, memberships, notes, photos, and consultation records together on one page.

What's new

• Clients list & search — a new Clients page under CRM. Search by name, email, or phone and jump straight into any client's profile. Shows last visit and lifetime value at a glance.
• The profile at a glance — lifetime value, visit count, average ticket, last visit, and next appointment across the top, with the client's membership and how they were acquired in the header.
• Visit history, account & engagement — recent visits with service and stylist, account balance and membership/autopay status, email engagement, and a contact log — all on one screen.
• Tags — label clients (e.g. VIP, Prefers quiet service) so anyone can see key context at a glance.
• Notes & Formulas — record formulas, preferences, and freeform notes per client, so the history follows the guest across visits.
• Before / after photos — upload and view before, after, and consultation photos in a per-client gallery.
• Patch tests — log patch tests with a pass / fail / pending result and who administered them, for color-safety tracking.
• Consultation — fill out the salon's consultation form on the client's profile; each submission is saved to their consultation history.

Access

The Clients section is available to staff with Front Desk or CRM access. Viewing is open to those roles; adding or editing tags, notes, photos, patch tests, and consultations requires Front Desk access.