Clients

Client Module

The Client Module centralizes all commercial, personal, and operational information for each client, allowing management of relationships, service history, sales, communications, and clinical or technical data from a single location. It is designed to provide a 360° view of the client and facilitate complete tracking of their cycle within the business.

Client List

• Manual client registration.
• Mass import from files.
• Advanced search and filters.
• Mass actions.
• Trash management.
• Quick metrics visualization:
  • Total clients.
  • Total reviews.
  • Average rating.
  • Total sales.

Each client displays key data such as name, contact, reviews, accumulated sales, and last update, with shortcuts to edit, view, or delete.

Complete Client Profile

Each client has a detailed profile organized by tabs, allowing management of all related aspects:

• General information.
• Personal data.
• Contact information.
• Address.
• Additional information.
• Origin, group, and center.

Previous and Upcoming Appointments

• Viewing appointment history.
• Schedule of upcoming appointments.
• Details of date, time, service, staff, center, and status.

Procedures

Historical record of procedures performed on the client, allowing complete traceability of applied services.

Invoices

• List of invoices associated with the client.
• Invoice number.
• Quick access to details.

Estimates

• Creation and management of estimates.
• Tracking by status.
• History of commercial proposals.

Transactions

• Record of financial movements.
• Category.
• Amount.
• Payment method.
• Associated account.

Client Wallet

• Current available balance.
• Total spent.
• Available rewards.
• Add funds.
• Deduct funds.
• Assign rewards.
• Complete movement history.

Notes

• Internal notes by client.
• Categories.
• Attachments.
• Keywords.
• Registration date.

Comments

• General comments or those associated with appointments.
• Configurable priority.
• Option for private comment.
• Pin important comments.
• Attach files.

Allergies

• Allergy record.
• Severity.
• Type.
• Symptoms.
• Notes.
• Diagnosis date.
• Active/inactive status.

Skin Tests

• Creation of dermatological tests.
• States: pending, in progress, satisfactory, unsatisfactory.
• Date of performance.
• Expiration date.
• Responsible person.
• Description.

Alerts

• Custom alerts by client.
• Type.
• Priority.
• Description.
• Activation/deactivation.

Images and Files

Allows attaching documentation, images, or relevant files to the client's profile for comprehensive management of the history.

Reviews

Management of client ratings and opinions, used for internal metrics and business reputation.

Client Groups

• Creation of custom groups.
• Client classification.
• Mass actions by group.

Key Benefits

• 360° view of the client.
• Complete service and sales history.
• Integrated financial management.
• Clinical or technical tracking.
• Centralized communication.
• Better data-driven decision making.