Client Management
Yocale’s client relationship tools make it easy to track client details via individual client profiles so that you can deliver more personalized customer service when scheduling an online appointment.
Client Records
View your client details, appointment history, receipts, notes and more, making every appointment personalized.
Client Notes
Take your business paperless and keep all of your client notes secure and in order. Create detailed notes of your patients visits and always accessible across your devices.
Document Attachment
Create comprehensive client profiles by attaching documents, images, forms, reports and other files to them.
Client Records
View your client details, appointment history, receipts, notes and more, making every appointment personalized.
Client Notes
Take your business paperless and keep all of your client notes secure and in order. Create detailed notes of your patients visits and always accessible across your devices.
Document Attachment
Create comprehensive client profiles by attaching documents, images, forms, reports and other files to them.
You Provide the Service, We'll Handle the Rest
You Provide the Service, We'll Handle the Rest
Client Spending History
Have all your client spending history and past invoices at a glance. Easily track and manage their payments with Yocale, and let them pay online when scheduling their appointment.
Communication History
Keep all your communication history in one place. Track emails and SMS’s sent so you and your client are always on the same page.
Client Profile
Yocale makes it easy to track client details via individual client profiles so that you can deliver more personalized customer service and make your business stand out.
Client Reports
Get the numbers you need to make better decisions by viewing your top spenders, most loyal clients or help bring back those you haven’t seen in a while.
Custom Forms & Fields
Personalize your client profile with custom fields to track the information you care about. Create custom forms to intake that data and store it all in one place in their unique profile.
Client Review & Feedback
Client Management in Action
Popular Client Management Features
Robust Client Management
Keep your business open 24/7, reduce unproductive front desk time spent on the phone and nix dreaded double booking mistakes by allowing your clients to instantly book an appointment with you any time, any place.
Client Payment History
Save more time by streamlining your payment system. View your clients’ payment history from their past appointments and easily track down old receipts and invoices.
Client Reports
View your most important data in seconds so you can empower yourself to make the best decisions for your business. Did you have 5 no-shows last week? It’s time to evaluate. View client reports for appointments and revenues from custom time frames.
Client Appointment History
Make better business decisions by keeping track of your clients’ appointment history along with notes and payment history. Has Sally missed her last three appointments? Maybe it’s time to set up pre-authorized payments.
Client & Appointment Notes
Have piles of client documents that are taking up space? Do you have a habit of losing your notes? Do you try to remember that Danielle is allergic to nuts? Easily enter your notes and keep them organized while reducing paper clutter by storing them safely via your scheduling software.
Custom Form Builder
Streamline all of your forms, keep them safe, reduce paper waste and save more time by building custom forms to send to clients for them to fill (or complete yourself) after appointments.
