Customer Records That Actually Help You Serve
Complete customer profiles with appointment history, notes, vehicles, pets, and preferences. Every interaction in one place.
How it works
- One profile per customer — Contact details, notes, and preferences live in a single record your whole team can see.
- History attaches itself — Every appointment, estimate, invoice, and payment is linked to the customer automatically.
- Industry records included — Vehicles for auto shops and pets for groomers attach to the same profile.
What you get
- Full appointment and invoice history per customer
- Notes, preferences, and details your whole team can see
- Vehicle profiles for auto shops, pet profiles for groomers
- Automatic loyalty tracking for returning customers
- Export your customer data anytime — it's yours
Frequently asked questions
What does a customer profile include?
Contact details, full appointment history, invoices and payments, notes and preferences, plus industry-specific records like vehicles or pets.
Can I export my customer list?
Yes. Your data is yours. Export customers, appointments, and invoices anytime from your dashboard.
Do customers see each other's records?
No. Customer records are scoped to your business and only visible to your staff. Each business on the platform is isolated from every other business.