“A regular walks in. New stylist asks: ‘What are we doing today?’ The client sighs. They’ve been coming here for two years.”
Know every client.
Remember everything.
Repeat clients spend more and refer more
But only when they feel remembered. Forgetting a preference, asking for the same information twice, or mismatching a profile — that’s how loyalty erodes.
What if your team knew every client — before they walked in?
Preferences, history, notes, allergies — all there before the appointment starts. No asking. No guessing. Every visit feels personal.
One client. Multiple profiles.
A pet owner drops off two dogs. A parent books for themselves and their child. A mechanic services three cars for one customer. Each profile books separately, stores its own details, and tracks its own history.
Attach custom intake forms to any profile type — capture exactly what you need.
Internal notes
Flag preferences, allergies, and anything the team should know. Notes stay with the client — every visit, every staff member sees them. @mention a colleague and they get notified.
Tags and segmentation
VIP, Regular, New, At Risk — see your client base at a glance. Add custom tags for anything else. Filter and search across all of it.
Your team sees the full picture — before the client sits down.
Every morning, the daily briefing shows who’s coming in. For each client, your team sees their preferences, internal notes, allergies, and anything flagged as important. No surprises. No “what did they have last time?”
Allergic to latex — use nitrile gloves
Max: sensitive skin, no scented shampoo
VIP — prefers warm tones, check last formula
Everything about a client, in one place.
Contact
- Name, phone, email
- Preferred contact method
- Emergency contact
Preferences
- Preferred staff member
- Preferred time slots
- Allergies and medical notes
History
- Every service they've had
- Spend totals and visit count
- Satisfaction scores
Notes
- Persistent client notes
- Per-appointment threads
- @mentions with notifications
Segments
- VIP / Regular / New / At Risk
- Custom tags
- Loyalty tier tracking
Control
- Block from online booking
- Blacklist with reason
- Status: Active / Inactive / Blocked
New staff shouldn’t start from zero.
When someone joins your team, they shouldn’t need months to learn your clients. The daily briefing, internal notes, and preferences are all there — day one, they know what to do.
Common Questions
Your clients deserve
to be remembered.
Every preference. Every note. Every visit. Seglo remembers what your team can't.
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