What about GDPR requests?

A client requests their own export or erasure from their BeautyZilla account, not through you — erasure anonymises their personal data ('Deleted customer') but keeps the booking and financial lines the law requires you to retain.

Clients & CRM

Every client on one card

Visits, spend, next due, notes, consultation forms and consents — plus an import wizard that brings your existing client list across from Fresha, Booksy or a CSV.

Start free — no card See pricing

5 with no plan gate · 3 fully unlock by Pro

UsualRoot tint + Cut and blow-dry

Visits: 14
Spend: £770
Last visit: Root tint · £65
Next due: 2 wk · usual gap 8 wk
Patch test: on file · 12 weeks
Note: Toner on root tint · sensitive scalp

A client 360 card as the desk sees it: services and prices are the hair seed pack's, the client is a named fixture. · client-360-fixture · 2026-08-28

On this page (5)

Client 360 card
Consultation forms
Import from your old system
Memberships
Also in this module

Client 360 card

Open a client and the whole relationship is on one screen: every visit with the service and who did it, what they spent, when they are next due based on their own rhythm, the notes the last stylist left, and the forms and consents on file with their dates. It is the screen a receptionist reads while the client is walking from the door to the chair, so it is dense on purpose and nothing on it needs a second click. The card is also where the desk sees the balance that matters mid-conversation: outstanding deposits, gift-card credit and loyalty points, each one tap from being used.

Visits, spend and next-due on one screen
Notes travel with the client, not the stylist
Forms and consents with their dates

Next due from the client's own rhythm

Source: median gap between their visits

Replaces: the record card box and the notebook under the desk

On Pro

Consultation forms

Build a consultation form once — allergies, medications, the questions your insurer requires — and attach it to the services that need it. A client fills it in on their phone before the visit; the answers are stored against their record with a timestamp and a signature. An aesthetics clinic can require a consultation before an injectable can be booked at all, which is exactly how the aesthetics seed pack is set up: consultation first, treatments behind it. Answers can be updated at any later visit, and the record keeps every version with its date, which is exactly what an insurer asks to see.

Forms attached to services, filled in before the visit
Timestamped answers and signature on the record
Required forms block booking until they are done

Consultation £25 before any injectable

Source: aesthetics seed pack, consultation

Replaces: the clipboard, and the form nobody can find when the insurer asks

Import from your old system

Export a CSV from Fresha, Booksy, or any system that will give you your client list, and the import wizard maps the columns — its own preset for Fresha and Booksy, or your own headers for anything else. It shows you what would happen before anything is written: which rows are new, which already match an existing client by phone or email, and which would only update a detail that changed. Apply commits the whole batch atomically, so a bad file never leaves you half migrated. Appointment history, gift cards and staff records don't come across yet — clients do, today, with a name and a way to reach them, ready for their first visit under your roof.

Clients from Fresha, Booksy or any CSV
Column matching shown before anything is written
Duplicates caught by phone or email

3 presets: Fresha, Booksy, your own CSV

Source: import wizard preset list

Replaces: retyping four hundred names on a Sunday

Memberships

Sell a package once — a fixed number of sessions of one service, or a spendable credit balance — at the till or online, with an optional expiry you set on the plan. The till redeems it at checkout: sessions or credit come off the balance under the same race-safe redemption gift cards use, so two staff members at two tills can never spend the same last session between them. A staff member sees the remaining balance on the client's record. Packages don't renew automatically — there's no monthly charge to take or to pause; a depleted or expired package is sold again like the first one was.

Sessions or a credit balance, sold once, with an optional expiry
Redeemed at the till, the same race-safe lock gift cards use
Remaining balance visible to staff on the client's record

Blow-dry £25 → a 10-session package the till redeems

Source: hair seed pack, blow-dry

Replaces: the paper punch card and the 'she's paid up front, I think' conversation

Also in this module

Consents & patch testsOn Pro
Notes & visit history
Client segmentsOn Grow · Pro
GDPR export & erasure

Built for

Set up the way your kind of salon works

What a client record must hold differs by trade — patch tests, consultations, colour notes. The seed packs below show the starting point per vertical.

All six(selected)
Hair salon(selected)
Barbershop(selected)
Nail salon(selected)
Spa(selected)
Aesthetics(selected)
Lashes & brows(selected)

Hair salon
Colour appointments block the whole chair, so the gap under the lamp is dead time.
Set processing minutes on root tint, highlights and balayage; the calendar frees the stylist for the middle segment and books a blow-dry into it.
Seeded services · Copper & Comb
Cut and blow-dry£45 · 1 h
Restyle£60 · 1 h 15
Blow-dry£25 · 30 min
Fringe trim£10 · 15 min
Start free
Barbershop
Walk-ins and a queue, three chairs, and no-shows on the 20-minute slots that cost the most to hold.
Instant booking with 'anyone' as the default, a walk-in button at the till, and a deposit on the slots you choose.
Seeded services · Ironside Barbers
Skin fade£25 · 45 min
Haircut£20 · 30 min
Grade all over£15 · 20 min
Kids' cut£15 · 25 min
Start free
Nail salon
Removal plus a new set is two services in one visit, and add-ons like nail art change the time.
Book several services in one appointment; add-ons carry their own minutes and price, so the slot is the right length.
Seeded services · Lacquer Room
Gel manicure£30 · 45 min
Classic manicure£20 · 30 min
Gel removal£10 · 20 min
Gel pedicure£35 · 1 h
Start free
Spa
Rooms as well as therapists are the constraint, and every treatment needs turnaround time.
Rooms are resources with their own availability, and buffers of 10–30 minutes belong to the treatment.
Seeded services · Stillwater Spa
Swedish massage (60 minutes)£65 · 1 h
Deep tissue massage (60 minutes)£75 · 1 h
Back, neck and shoulders£40 · 30 min
Hot stone massage£95 · 1 h 30
Start free
Aesthetics
A client must not be able to book an injectable without a consultation and a signed form.
The consultation is first in the seed pack and the required form gates the treatments behind it.
Seeded services · Marlowe Aesthetics
Consultation£25 · 30 min
Review appointment£0 · 20 min
Anti-wrinkle treatment (one area)£150 · 30 min
Anti-wrinkle treatment (three areas)£250 · 45 min
Start free
Lashes & brows
Infills need the original set on record, and patch tests lapse.
Visit history shows the set, and a lapsed patch test warns at booking rather than at the chair.
Seeded services · Arch & Flutter
Classic lash set£55 · 1 h 30
Hybrid lash set£65 · 1 h 45
Lash infill£35 · 1 h
Lash lift£45 · 1 h
Start free

Works with

What this module connects to

Status is stated per integration; a planned one shows its target month and makes no promise beyond it.

Email deliveryLive
CSV exportLive
Bot protection on formsLive

Plan

3 of 8 capabilities fully unlock by Pro — £149 a month

Plan-gated capabilities switched on:: Free 0/3 · Core 0/3 · Grow 1/3 · Pro 3/3
Not gated by the plan matrix:: 5

Start free — no card Compare plans

Questions

Asked before you ask

Can I import from Fresha or Treatwell?

Yes, your client list — export a CSV from Fresha, Booksy or any system and the wizard maps the columns, matching against your existing clients by phone or email so nobody gets duplicated. Appointment history doesn't come across yet; every imported client starts fresh from the day they land in BeautyZilla.

Who can see a client's notes?

Any role that can open the client screen — owner, manager, stylist or front desk — sees the same full record today, notes included; there's no per-role restriction on a client's notes yet. Viewing a decrypted consultation-form submission is written to the tenant's audit log; a plain read of a client's contact details, visit history or notes is not audited today.

Is the data mine?

Yes. Client, appointment and sales-history lists each export as CSV from their own screen today, no request or waiting. Appointment and sales exports cover the date range and filters you're currently viewing; the client export is capped at 200 rows per file, so a bigger client list takes more than one export (search narrows which 200 you get). Deeper per-client detail — notes, consultation-form answers — isn't in those exports yet; ask us if you need a full record dump.

How do consultation forms work for an aesthetics clinic?

Attach the form to the consultation service and mark it required. A client cannot book an injectable until a consultation with a completed form is on their record, and the answers are stored with a timestamp and signature.

Are patch tests tracked?

Yes. A consent or patch test is recorded with its date and validity, and the booking page warns when a service that needs one is booked by a client whose test has lapsed.

Can I group clients — for example everyone who has not visited in three months?

Yes, with segments on the Grow plan: last visit, spend, service, stylist, membership. A segment feeds a campaign or an automation directly.

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