Client CRM
Client Records That Carry Every Visit Into the Next
Complete profiles that make every visit personal
When your client walks in, you know she prefers extractions on the gentle side, loves vitamin C serums, and hasn't had a facial since her wedding prep 6 months ago. Her intake answers, skin assessments, SOAP notes and treatment plan sit on one profile, so what you learned last visit shapes this one. Build the kind of relationships that keep clients coming back for years.
Why You'll Love It
Complete Visit History
See every appointment, what services they got, what you noted, and how long since their last visit. Spot patterns and suggest timely follow-ups.
Skin Type Classification
Fitzpatrick type (I–VI), from her quiz or your assessment, sits on her profile next to her history and notes.
Personal Notes
Add notes that matter: 'Ask about her daughter's wedding', 'Prefers quiet during treatments', 'Always runs 10 min late'. Make every visit feel special.
Purchase History
See what products they've bought and when, so you know what she's using at home before you recommend anything new.
Bring Your Clients With You
Moving from another system? We move everything for you within 48 hours, and from Vagaro, GlossGenius or Square her notes, SOAP notes and photos come across too. Prefer to do it yourself? Import your client list by CSV.
How It Works
Clients Add Themselves
When someone books online, their profile is created automatically. No data entry for you.
Enrich Over Time
After each visit, notes from your SOAP documentation flow into their profile. Their history builds itself.
Glance Before They Arrive
Check the Daily Brief or pull up their profile. Know exactly what to expect and how to personalize their visit.
Follow Up Intelligently
SpaSphere shows you who's overdue, who's a first-timer, and who might be slipping away. Stay connected without manual tracking.
Ready to build deeper client relationships?
Start managing clients the smart way. Just $1 for your first 30 days.
✓ Cancel anytime · ✓ We move your data in 48 hours · ✓ No commitment