Client profiles help build valuable relationships

Create personalised client profiles with detailed histories, photos, documents, and notes.

Enhance the experience

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Build client profiles

Customer profiles in Timely work seamlessly with the Calendar. Instead of trying to remember it all yourself, store your customers’ contact details, photos, birthday, occupation, gender, allergies, preferences and more in our detailed customer profiles.

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Appointment history

Keep all your customers’ sales and appointment history in one place. A customer didn’t show? Mark them as ‘Did not show’ and we’ll flag that on their profile for next time.

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Sales history

To get a handle on your customer's purchasing habits, check out their Product or Appointment sales report. That makes it easier to ask how they’re getting on with a product, or suggest a new one.

A picture is worth a thousand words

Take multiple photos and attach them to your clients' record. With client photos, you can easily capture beautiful before and after shots, track treatment progress and ensure you deliver a consistent service for your clients. The options are endless, and so are the number of photos you can upload to each client’s record.

All your client notes and documents in one easy to find place

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Keep track with client notes

Need to note down the color information for a client? No sweat! Add a note to their profile and refer to it next time. If you’ve got more urgent information (like allergies), add an Alert/Contra indicator to your customer's profile, and flag this to your staff when they’re creating appointments.

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Store your documents in the one place

Keep all your client SOAP notes, consultations and treatment records in an easy place to find - alongside your client history. Using the iOS app, you can scan any document, and convert it to pdf to save it against the client’s record.

Customer experience insights

Client profile database, fully searchable by name, contact details, and more

View a summary of appointments, sales, notes and messaging history for any client

Flag VIPs or no-shows

Merge client function to remove duplicates

Send an email marketing campaign by client segment

Import client profile list using CSV files

Email and SMS settings for individual clients

Print a report of appointments, notes or a transaction statement by client

 

 

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“It’s convenient, it's easy, and it lets you build better relationships.”

Kate Lugtigheid

Pumped Personal Training

Questions?

If you're making a decision around software for your business, you probably have at least one or two questions. Our friendly experts are here to help and can clarify exactly how Timely can work for you. Don't hesitate to get in touch!

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Marlia and Sam from Timely's friendly Customer Service team.
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Fill out this form and we’ll be in touch. We’ll chat to you about your business, answer any questions, and show you how Timely can help with the things that matter most to you.

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Give us a call on Australia +61 3 8518 4957, or New Zealand +64 4 488 7012

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