# Client records the team can actually work from

> Keep client profiles, visit history, purchases, balances, groups, imports, and duplicate cleanup inside one record the team can trust.

Source: https://reservation.business/en/platform/client-records · Language: en

Keep visit history, notes, purchases, balances, and important context in one profile that reception, specialists, and managers can open without guessing.

## This matters once visit history and client context already influence the next appointment

- Keep bookings, sales, installments, memberships, vouchers, wallet movements, forms, notifications, and check-ins tied to one client profile.
- Start a booking, sale, membership, form, or check-in from that same profile instead of changing context.
- Keep imports, groups, duplicates, merging, export, and online-booking control inside the same client layer.

## The client profile should be the operating hub, not a contact card

When bookings, balances, forms, check-ins, and notes are split across places, every repeat visit starts colder than it should. The team asks again about details it should already know.

## One profile the team can act from, not just look at

A useful client layer is not only searchable. It lets reception, specialists, and managers open one profile and continue the relationship from there.

- Open one client profile and see the flags, core details, recent stats, and tabs that already shape the next action.
- Use the same profile to review bookings, sales, installments, memberships, vouchers, wallet movements, forms, notifications, and check-ins.
- Move from that profile into a booking, sale, membership sale, voucher sale, manual form, or check-in without losing client context.
- Use import, groups, duplicate search, merging, blocking or restoring online booking, and export to keep the client base workable.

## The screens of the client layer

"Clients" is the list everything starts from: creating, searching, cleaning up and opening the profile.

- **Client profile** — Bookings, sales, installments, memberships, vouchers, wallet, notes, documents and recent activity in one place. A new booking, sale, form or check-in also starts here.
- **Client groups** — "Manage groups" organises the base by a trait you later use for audiences, campaigns and filters.
- **Import and export** — Clients from a spreadsheet, phone contacts through the mobile app, plus an export of the base when you need it outside the system.
- **Duplicates and merging** — You search for duplicate profiles and merge them, instead of one client carrying history in two places.
- **Blocking online booking** — From the client's menu you stop or restore their ability to book online, without deleting them from the base.

## Clearer continuity and less forgotten context

The gain is not a fuller profile for its own sake. It is a record that helps the business work with the same client more clearly over time.

- **Faster orientation before the visit** — The team reaches the client with more of the right history, balance, and context already visible.
- **A more trustworthy client base** — Duplicates, missing profiles, and scattered client lists become less of a daily problem.
- **A stronger base for repeat business** — The client record supports the next visit instead of forcing the team to reconstruct it.

## Frequently asked questions

### Is this just a contact list?

No. It is the operational client profile: history, bookings, sales, balances, forms, notes, and the actions the team needs between visits.

### Does this also include imports, groups, and duplicates?

Yes. Import, export, client groups, duplicate search, and profile merging belong to the same client layer because data quality directly affects daily work.

### Does this matter only for reception?

No. It matters for reception, specialists, and managers once the same client context should survive through the whole visit cycle.

### Does this replace forms and memberships?

No. It connects to them. The client record is the hub, while forms and memberships solve their own operational problems.

## Related pages

- [Forms and pre-visit preparation](https://reservation.business/en/platform/forms)
- [Memberships, vouchers, and remaining visits](https://reservation.business/en/platform/memberships-vouchers)
- [Marketing and retention](https://reservation.business/en/platform/marketing-retention)

## Next step

- [Book a client record demo](https://reservation.business/en/book-demo)
- [See forms and pre-visit preparation](https://reservation.business/en/platform/forms)