Know your clients. Protect your business.
A full client database with appointment history, revenue tracking, and digital waivers — all in one place. No spreadsheets. No paper. No forgotten signatures.
Full history & notes · Digital waivers included · Searchable
IMAGE: Client profile card showing name, appointment history, revenue stats, and signed waiver status
Most service pros keep client notes in their phone, waivers in a folder, and revenue in their head.
No record of who spent what
You have no idea which clients are worth re-targeting.
Paper waivers get lost
A signed waiver means nothing if you can't find it when you need it.
No follow-up system for leads
Interested leads fall through the cracks with no pipeline to track them.
Every client. Every appointment. Every dollar.
Every new booking automatically creates a client profile. No manual data entry.
Client books → profile created
Name, contact info, appointment history — automatically populated.
Track every visit
Appointment history, status (completed, no-show, cancelled), and total revenue per client.
Know who matters most
See your highest-revenue clients at a glance. Never lose the relationship.
Client profiles
Contact info, emergency contact, DOB, address — full record per client.
Revenue per client
Total amount paid across all appointments, shown on every card.
Appointment history
Every booking, status, and note — scrollable history per client.
Member QR codes
Auto-generated QR for kiosk check-in or quick profile lookup.
Lead → client pipeline
Kanban board tracks leads from first contact through conversion.
Check-in tracking
Time in, time out, duration — know exactly who is showing up.
IMAGE: Client list with revenue stats per card + client detail profile tab
Digital waivers. Legal protection. Zero paper.
Send a link. Get a signature. Every waiver logged forever — with legal metadata.
Choose a template or build your own
Pre-written, industry-reviewed templates. Or build from scratch with the drag-and-drop editor.
Send the link
Paste it in Instagram DMs, email, or booking confirmation. Works anywhere.
Signature tracked forever
Date, time, IP address, and timezone logged per signature. Versioned. Always findable.
Included waiver types:
Industry templates included
Auto detailing, pet grooming, PMU, photography, youth programs — pre-written and ready.
Custom form builder
Drag-and-drop fields: text, checkbox, dropdown, file upload, date.
Digital signatures on any device
Phone, tablet, desktop — no app needed. Just open the link and sign.
Legal metadata logged
IP address, timezone, and timestamp per signature. Court-ready documentation.
Version control
Edit a waiver and track which version each client signed — always auditable.
Bulk reminder
Send a reminder to everyone who hasn't signed yet in one click.
IMAGE: Waiver template grid + signing flow on mobile
Everything In One Place
Clients. Revenue. Waivers. One dashboard.
Client Profiles
Full history, revenue, and notes
Revenue Tracking
Per-client and aggregate
Digital Waivers
Signed, logged, versioned
What Clients Say
Real results from real service pros
★★★★★
“I used to keep waivers in a folder. Now I just send a link and it's done. I can find any signature in seconds. No more paper.”
PMU Artist · United States
TESTIMONIAL: need real quote
★★★★★
“I finally know which clients are worth re-targeting. The revenue-per-client view changed how I think about my whole business.”
Personal Trainer · United States
TESTIMONIAL: need real quote
Works With
Connects to everything else
Online Booking
Waiver link auto-sent in the booking confirmation email
Learn more →
Payment Processing
See total revenue alongside every client profile
Learn more →
No-Show Protection
Card on file stored with the client profile
Learn more →
Reports & Analytics
See retention, cohort data, and who's churning
Learn more →
Used by service pros across industries
FAQ
Common questions
Do clients need to create an account to sign a waiver?
No — they open the link, sign, done. No login, no app download.
Are the templates legally reviewed?
Yes — pre-built templates are written and reviewed for each specific industry.
What happens if I update a waiver?
Version number increments. You can see which version each client signed at any time.
Can I see all signed waivers in one place?
Yes — the signatures dashboard shows every signer, date, and validity status.
Is there a limit on clients or waivers?
No limit on client profiles or signatures. Unlimited on all plans.
Can I add custom fields to a waiver?
Yes — the form builder supports text fields, checkboxes, dropdowns, file uploads, and more.
Know every client.
Protect every job.
Client profiles, revenue tracking, and digital waivers — all from one place.
Get started →Want to see client management live?
Book a free 15-minute walkthrough. We'll show you the client profile view, revenue tracking, and digital waiver signing — all live. No pressure.
- Walk through the client profile and history view
- Set up your first digital waiver
- See revenue tracking per client
- Answer every question you have
Book a Demo
Select a date for your demo call