What’s on a client’s profile?

Contact details, birthday and notes, plus the client’s full history of appointments, sales, payments and refunds. You’ll also see their gift cards, packages, memberships, store credit and saved cards.

Can I keep allergies and preferences where the team will see them?

Yes. An important note shows up on the booking and again at checkout, so whoever is doing the service sees it.

Can I bring my client list from my old system?

Yes. Upload a spreadsheet export. Jude shows you what it will import, skips clients you already have, and flags phone numbers it can’t read.

Can clients see their own information?

Yes. Clients sign in with a text code to see their upcoming visits and their gift cards, packages and memberships. They can also reschedule or cancel within your deadlines.

Can I find clients who haven’t been back?

Yes. The at-risk report shows which clients are overdue, based on how often each one usually visits, with their phone number.

Clients

Treat every client like a regular

Keep every client’s details, history and balances on one profile, and show important notes right when your team needs them.

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Keep every client’s details in one place

Store contact details, birthdays and notes for every client. Sort and filter your client list by spending, visits, last appointment or birth month.

See a client’s full history

Look up a client’s appointments, sales, payments, refunds and notes on their profile. Add photos and PDFs to any note, and see who wrote it.

Show notes when they matter

Write a note once, and it shows up whenever someone books that client and again at checkout, on the web and on iPhone.

Track what clients have paid for

Keep gift cards, packages, memberships and store credit on each client’s profile, and apply them at checkout. Clients can see their gift cards, packages and memberships online.

Save cards on client profiles

Save a card when a client books online. Charge it in one tap at checkout, use it for a cancellation fee, or renew their membership with it.

Let clients manage their own visits

Let clients sign in with a text code, with no account or password. They can see their upcoming visits, reschedule or cancel within your deadlines, and check their balances.

Bring your client list with you

Upload a spreadsheet from any system. Jude matches the columns and shows you who will be added and who is already a client, before anything is saved.

Find clients who are due back

See which clients are overdue for a visit, based on how often each one usually comes in. Their phone number is right there, so it’s easy to reach out.

Also for clients

Client filters

Filter by revenue, visits, last appointment, birth month or city.

Spending columns

Sort your client list by total spent and number of sales.

Text history

See a client’s text conversation on their profile.

Store credit

Issue credit with a reason, and apply it at checkout.

Automatic profiles

Create a profile automatically when someone books online.

Photos on notes

Add up to ten photos or PDFs to a note.

“The allergy note used to be three clicks deep, and nobody looked at it. Now it shows up on the booking and again at checkout, so people actually read it.”

Simone Baptiste

“I uploaded our client export, and all 900 clients were in before lunch. Jude told me 38 were already there and flagged 4 phone numbers it couldn’t read. The last time we switched systems, that took a week of retyping.”

Owen Gallagher