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The client card: notes, result photos and documents in one profile

Keep a client's important notes, post-treatment photos and documents right on their profile. How did it look a month ago? See it at a glance.

2 min

The client card: notes, result photos and documents in one profile

The client card has been updated: you keep important notes, result photos and documents right on the client’s profile. How did it look a month ago? Now you can see at a glance.

A cosmetologist takes photos before and after a treatment. A tattoo artist agrees the sketch with the client. A dentist keeps the X-ray. A grooming salon wants to remember the dog’s last cut. All these files usually end up in one place: the gallery on a member of staff’s phone, among thousands of other photos.

What the client card holds

  • Visit history — which service, which specialist, when and for how much.
  • Notes — allergies, the colour number used, their favourite specialist, special requests.
  • Documents and photos — result photos, sketches, test results, contracts.
  • Tags and birthday — for campaigns and greetings.
  • Packages and gift cards — sessions left and balance.

When a client books online, they can attach a file themselves — for example, a photo of the hair colour or tattoo they want. The file goes straight onto their card.

Last time’s photo in one click

Because files are stored with dates, finding the “before” and “after” is easy: when a client says “same as last time”, last time’s photo opens in one click. Especially for services done as a course — cosmetology, laser, hair restoration — this is the simplest way to show the client their results.

Examples by industry

  • Cosmetology — skin analysis and treatment results.
  • Tattoo studio — sketches and photos of the finished work.
  • Dental — X-rays and treatment documents; the tooth chart has its own odontogram.
  • Grooming — a photo of the dog after its cut, for the same style next time.
  • Bridal salon — measurements and fitting photos.

The data stays with the business

Files live in the business’s system, not on a member of staff’s phone. When a specialist leaves, the client’s history doesn’t leave with them. If you have more than one location, the client card is the same across all of them.

There’s more on the client base on the Clients page. To try the client card with your own clients, try Rezneed free for 45 days.

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