Client Records & Preferences

Business Hub

Keep client details, instructions, and preferences in one place so every visit starts with the right information.

Track personal details like pets, hobbies, and past conversations with custom fields so every visit feels thoughtful, not generic.

Saved Instructions

Store access notes, preferences, and special instructions so nothing gets missed or forgotten.

Simple Intake Forms

Collect the right details upfront and keep them attached to the client record for future visits.

Ready to see the whole thing in motion?

Let's find the perfect fit for your business, together.

Enjoy a one-on-one live demonstration of the portal to explore your options, ask questions, and get expert guidance tailored to your specific needs.

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