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Collect key client details and goals upfront, creating a clear starting point for every new relationship.
Send intake forms automatically so clients provide the right information as soon as they get started.
Keep completed forms attached to each client record so information is easy to access when needed.

Set up repeat services with automatic scheduling and billing so ongoing work runs without manual coordination.
Create ongoing service schedules that run weekly, monthly, or seasonally without rebooking each visit.
Charge automatically for recurring services so payments stay consistent without sending invoices each time.

Send ongoing email and text campaigns that keep your clients engaged, informed, and motivated so your business stays top of mind.
Trigger the right email and text campaigns automatically as clients move through their journey.
Drive repeat business by keeping your brand consistently in front of clients.