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The brief before every visit

Two sentences at the top of a client record telling you who is about to sit down — written from their own history, before you asked for it.

2 min readUpdated August 16, 2026Stylists · Front desk

The client is in the chair and their record is on the screen, and somewhere in sixteen past visits is the fact that would have made the next ten minutes easier. Reading a timeline before a haircut is not a thing anybody does.

So the top of the record answers the question instead: who is this, how long have they been coming, and what do they usually have done.

The AI brief card at the top of a client record: a short written summary of how long she has been coming, how many visits she has had, the service she consistently books and when she was last in, with a Regenerate button and a line saying it was AI-generated.
Nobody pressed anything. It was there when the record opened.

What it's built from

Four things about the client and nothing more: how many visits they've had, when the first one was, when the last one was, and the service they book most often — plus whatever you've written in their notes.

That narrowness is why it's dependable. It cannot tell you a client is fussy about their fringe, because nowhere in RewireBox does it say so unless somebody typed it. What it can tell you, it knows.

When there's no real pattern to report it says so, which is a more useful sentence than a guess. A brief reading "no clear service pattern yet — check in about preferences at this appointment" is telling you something true about a client who books a different thing every time.

When it changes

It's written once and kept for a day, then rewritten when the client's history has moved on — a new visit, a changed note. You never wait for it and you never pay for looking.

Regenerate, top right, writes it again immediately. The one time that's genuinely worth doing is after you've added notes you want reflected; the card was built before you typed them.

The rest of the record's AI

Two more things sit on the same page and both are buttons, because both are opinions rather than facts:

  • Assess on the churn line scores how likely this client is to drift away, with the reason it thinks so. Until you press it, the line reads Churn risk not assessed.
  • Suggest beside the tags proposes segment tags from their visit pattern and spend. It suggests; you accept the ones you want.

Where else you'll meet it

The same brief appears on the checkout cart once a client is attached to the sale. That's the more useful of the two placements more often than you'd think: the record is read before the visit, and the cart is read while somebody is deciding whether to mention the retail shelf.

Common questions

Do I have to press anything?

No. It's there when the record opens. It's kept for a day and rewritten when the client's history changes, so it stays current without costing you anything to look at.

What is it written from?

Their visits — how many, when the first and last one were, the service they book most — and your notes on them. Nothing else.

It says a client has no clear pattern. Is that a bug?

No, it's the honest answer for somebody who books a different thing every time. A pattern only gets named when there genuinely is one, which is what makes it worth reading when it does appear.

What does Regenerate do?

Writes it again from scratch. Worth pressing after you've added notes that change the picture; not worth pressing to see if you get a nicer sentence.

Where else does it appear?

On the checkout cart, once a client is attached to the sale — the same brief, at the till.

One client shouldn't have this.

Tick Exclude from AI features on their record and the card stops appearing. See What the AI is told about your clients.

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