Client records
Client records and forms for everyday salon care
Keep the details you need before, during and after each appointment. Agendessa gives you client fields suited to your trade, so the record feels practical from the start.
Fields that fit your work
When you choose your trade, Agendessa sets up client record fields that match the way you work. A colour client can have colour formula notes, while a skincare client can have their skin phototype recorded.
- Colour formula fields
- Skin phototype fields
- Pet breed, size, temperament and vaccination fields
- Trade-suited wording
- Adjustable records from the dashboard
Alerts where you need them
Allergies and important alerts are shown in red in the calendar. Before a team member starts a booking, the warning is clear, whether it is a tint allergy, a skin reaction note or another detail you need to see.
- Allergies shown in red
- Alerts visible in the calendar
- Useful before the appointment starts
- Shared context for the team
Forms, photos and history
Clients can sign forms and consents on a tablet. You can also keep before and after photos in the client record, along with appointment and sales history.
- Consent forms signed on a tablet
- Before and after photos stored in the record
- Appointment history
- Sales history
- Client segments such as loyal, lapsed and to win back
Frequently asked questions
Can I store consent forms in Agendessa?
Yes. Forms and consents can be signed on a tablet and kept with the client record.
Will allergies show during booking?
Allergies and alerts are shown in red in the calendar, so the team can see important notes around the appointment.
Can I keep before and after photos?
Yes. Before and after photos can be stored in the client record, alongside appointment and sales history.
Can I group clients for follow-up?
Yes. Agendessa includes client segments such as loyal, lapsed and to win back, so you can see groups that may need different follow-up.
More features
Optional: the AI receptionist
It answers the phone, WhatsApp, Instagram, Facebook and your website chat and books straight into your calendar. Switch it on whenever you want.
Less time on the phone. More time with clients.
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