A living client record — visits, notes, payments, forms, photos, messages — that your whole team can search, filter, and build on.
Contact info, visit history, favorite providers, service preferences, LTV — in one scroll-friendly view.
Provider notes attached to each visit. Before/after photos stored per client, per appointment. HIPAA-grade where needed.
Every SMS, email, and AI call thread attached. See the full context before you pick up.
Every payment, refund, tip, and no-show fee. Lifetime value calculated automatically.
Slice by last visit, LTV, favorite service, source. Feed segments into rebooking and win-back campaigns.
Provider notes can be marked private or team-visible. Sensitive medical info gated per-role.
Every booking, form, or inbox conversation creates or updates a client record. No manual data entry.
Providers note details after the visit on mobile or web. Photos uploaded securely, tagged to the visit.
Segment, reach out, rebook, reward — with every interaction tied back to the client file.
Yes. CSV import for clients, visits, and notes. Most platforms (Vagaro, Mindbody, Booker, Square) supported with one-click migration on paid plans.
Encryption at rest and in transit, field-level access controls, and detailed audit logs across every plan. Our intake and consent flows support HIPAA-aware patterns; operating in compliance with HIPAA also requires a signed Business Associate Agreement and the right operational policies on your side. Contact us before going live with HIPAA-covered services.
Yes. Every client gets a lightweight self-serve portal to update contact info, see their booking history, sign new forms, and message you.
Aaptly is designed as a growth loop — every product you add compounds the others. Here’s what pairs best.
20-minute demo. We’ll show you client records on a real shop just like yours.