Contact details, notes and appointment history
When a client returns, information from earlier visits helps your team prepare. ED BeautyFlow connects the client directory with appointments and, depending on your plan, technical and sales modules.
Use the client record for details that help you identify and contact the person: name, phone number, email and service-related notes. In ED BeautyFlow, this information sits alongside the client’s appointment history. Collect information relevant to managing the client relationship.
Appointment history helps you review visits recorded against the client. When someone calls to arrange another session, you can refer to those appointments and plan the next one in the calendar. The workflow uses the same client record rather than a separate paper form for each booking.
Contacts, general notes and appointment history belong to the internal client directory. Beauty treatment records, Hair colour formula history and consent documents have their own module requirements. The demo distinguishes the basic record from the additional tools available with the selected plan.
A demonstration can show a client, a useful service note and the linked appointments. A PDF template or spreadsheet can outline fields to collect; the management system connects those records to the working calendar. Explore the actual software workflow using demo data.
Users see information permitted by their role within the business. Sales history and financial sections follow their own modules and permissions. We use anonymised examples in demonstrations so that you can assess the organisation of client information without entering real customer data.
Yes. The internal directory includes contact details, notes and appointment history. Advanced technical records and sales history are separate features.
A contact record holds basic details and operational notes. Technical treatment documentation follows the relevant module; beauty and Hair records are included from the Professionale plan.
Yes. The basic directory supports both types of business. Technical modules depend on the sector, selected plan and business configuration.
Request a demo to see the directory, a record with demo data and its connection to appointment history, with additional modules explained separately.
Request a demonstration of client records and their link to the calendar. If you need treatment records or Hair colour formulas, tell us so we can show the relevant module.