Client database: recognise every client on their second visit
Who came in, what they had done, what they paid, which colour was used — it is all on the client card and the same at every location. Rezneed sorts clients into groups for you: new, active, not seen for 60 days, popular and upcoming birthdays.
No card required
In this section
- 01
A complete client card
Visits, payments, notes, tags, birthday, packages and gift cards sit on one card, shared across every location.
- 02
Documents and files
Upload a test result, X-ray or contract to the client card and open it in one click when you need it.
- 03
Automatic client groups
Lists of new, active, not-seen-for-60-days, popular and birthday clients keep themselves up to date.
- 04
Client portal
Clients sign in at customer.rezneed.com with their phone number and a WhatsApp code to see their bookings, packages and gift cards and rate their visit.
- 05
Ratings
A rating request goes out after each visit; the stars count towards the staff member's rating and can appear on your booking page.
- 06
Odontogram for dental clinics
An FDI tooth chart (permanent and milk teeth) with a treatment plan per tooth works on web and mobile.
How it looks in the product
Frequently asked questions
- What does a salon CRM do?
- A CRM keeps everything about each client in one place: when they came, what they had done and what they paid. In Rezneed the client card is linked to the calendar, the till and WhatsApp, so bookings, payments and messages land on it automatically and nothing is copied by hand.
- Can I bring my client list over from another program or a notebook?
- In the mobile app you can add clients straight from your phone's contacts. If you are switching from another system, our support team helps with the move on every plan.
- What is the client portal?
- It is each client's own page at customer.rezneed.com. They sign in with a phone number and a WhatsApp code, see bookings at every business that uses Rezneed, cancel if you allow it, check in a package session and rate a visit from 1 to 5 stars.
- If a client visits several locations, do they get duplicate cards?
- No. The client card is the same at every location, so the history stays in one place.
- Can I hide client phone numbers from staff?
- Yes. Permissions are set per person; for example, you can hide phone numbers or financial figures.
Other features
- Marketing WhatsApp campaigns, client groups, birthday wishes, gift cards, ratings and stories.
- Packages and cards Session and minute packages, instalments, gift cards and loyalty cards.
- Online booking One link for Instagram, WhatsApp and Google Maps: clients pick the service, the specialist and the time themselves.
- Calendar A column per staff member, drag and drop, colour-coded statuses, schedules and change history.
Related
- BlogSalon loyalty programme ideas that workVisit cards, packages, gift cards, birthday offers and win-back campaigns: which loyalty models work for a salon or studio, and how to measure the results.
- BlogWhatsApp appointment reminders: 10 templatesWhat to send clients and when, so they read it, turn up and don't mistake you for spam. The rules, plus 10 WhatsApp reminder templates to copy.
- Business typeCosmetologyTreatment courses, test results and product use stay on the client card, so you see the profit on every treatment.
- Business typePsychologist and therapistClients don't forget their sessions, package balances are visible, and only staff you allow see contact details.
- Business typeDental clinicThe tooth chart and per-tooth treatment plan stay on the patient card, so nothing is lost when the dentist changes.
- RezneedPricingEvery feature on every plan and a 45-day free trial.
Run bookings, the till and stock in one place, starting today
Use every feature free for 45 days and get 500 free messages. No card required, and an account takes a few minutes to set up.