The client record
The four numbers at the top, the four tabs underneath, and how to read someone's whole history with you in about ten seconds.
2 min readUpdated August 19, 2026
Open anyone from the client list and you get their whole relationship with you on one screen.
The four numbers
Across the top sit the four things you'd want to know before someone sits down:
| Figure | Why it's there |
|---|---|
| Lifetime spend | What this relationship is actually worth |
| Visits | How often you see them |
| Last visit | Whether they're current or quietly drifting |
| No-show rate | Whether their booking is reliable |
Read together they say more than any one of them does. Someone with a high lifetime spend and a last visit six months ago is a phone call worth making this afternoon. Someone with forty visits and a 5% no-show rate is a client you can book without a deposit and not think about again.
The four tabs
Overview is the identity — everything you typed when you created them, plus a short AI-written summary of who they are and what they usually have. The summary is generated from their own history, so it's genuinely about this person, and it refreshes when the record changes. Under it sit the two things you'll add to most: their Good to know lines and their tags.
Timeline is the story. Every appointment and sale, the notes you write, the forms they fill in, money moving on or off their account balance, and any change made to a closed sale — one chronological run. This is the tab you'll actually live in. The reason it's a single stream rather than five separate logs is that when you're standing at the desk trying to remember what happened last time, you don't want to guess which screen it was recorded on.
Memberships shows what they're subscribed to and what they've got left to use.
Wallet is money of theirs that you're holding — a refund put onto their account rather than back on a card, or a credit somebody added by hand. It's a running ledger rather than a single number, so you can always see how a balance got to be what it is, which matters the day someone disputes it. Client account balances covers how it comes off again.
Common questions
What counts towards lifetime spend?
Everything they've actually paid you — services, retail, gift cards, the lot. It's the number that tells you what a client is worth, which is rarely the same as how often you see them.
What is the wallet?
Money the client has with you that they haven't spent yet — a credit from a refund, an overpayment, a balance they've topped up. It's a running ledger, so you can always see how a balance got to where it is.
Someone's no-show rate looks high. What should I do about it?
Use it as context, not a verdict. Two no-shows out of three visits is a pattern; two out of forty is a bad month. Where it's genuinely a pattern, ask for a deposit on the next booking rather than hoping.
Where do form answers and treatment notes show up?
In the timeline, alongside everything else. The point of a single timeline is that you don't have to remember which screen a thing was recorded on.
Related articles
- Find a clientClients · Searching by name, email or phone, and narrowing a long list down with filters when you don't know who you're looking for yet.
- Add a clientClients · What you actually need to type to create someone, what you can leave for later, and the message settings that decide what they're allowed to be sent.
- Things worth remembering about a clientClients · One-line facts about a person — the heads-up, the thing they love, the thing they can't stand — shown where a stylist will actually read them.
Can’t find what you’re looking for?
Book a 20-minute walkthrough and we’ll answer it on a screen share — or start free and try it on your own salon’s data.