Clients & Billing

Ask a business owner where their customer information lives and you'll hear: some in the booking app, some in a spreadsheet, some on paper in a drawer. Here, every client is one record. Contact details, visit history, digital intake forms they filled out on their phone before arriving, staff notes, insurance if it applies, what they owe, and every text and email the business ever sent them — one screen. New clients build their own records: the intake forms are digital, mobile-friendly, and flow straight into the file. Front desk sees a completed form the moment it's submitted, and returning clients don't re-enter what the business already knows. Now billing. Charges from visits and the register post to the client's balance. Statements go out by email or text with a secure payment link — the client taps, pays on their phone, and the balance clears in the record instantly. Card on file makes checkout one tap at the counter. And balances follow the client, so the front desk sees what's owed while booking the next visit — the polite moment to collect. For businesses that handle sensitive client information, records live in one professionally-run cloud system with staff logins and per-location access — not a spreadsheet on someone's laptop. One record per human. One number they owe. One tap to pay it.