Manage your client book

Your client book fills itself as you go, and keeps a clear, honest record of everyone who visits. Here's how to get the most from it.

It builds itself

The first time someone books, they're in your client book. Walk-ins and phone regulars take seconds to add: a name alone is enough to start a record, and details can follow. Your book belongs to your business alone, and is never shared with anyone else on BeNotely.

Bring your existing clients across

Use Add customer on the client list. A name is enough to begin, and you can fill in the rest later. Because records also create themselves whenever anyone books, the book fills in quickly on its own too.

What a profile tells you

• Honest numbers. Visits counts past bookings that weren't cancelled, so it stays true even if nobody presses "completed". No-shows are counted separately and never inflate visits.
• Private notes, visible only to your business: preferences, patch tests, the things worth remembering.
• The whole story: their bookings and every message you've sent, on one timeline.

Find people fast

Search forgives formatting, so a phone number typed any way, or a half-remembered name, still finds the person. And smart segments stay current on their own:

• New (first seen in the last 30 days)
• Regulars (three or more visits)
• Lapsed (no visit in 60 days)
• Top spenders (top 10% by lifetime spend)

The same segments power your campaign audiences, so the counts always agree. Groups are your own labels, assigned in one action.

Merge duplicates safely

Likely duplicates (a shared email or mobile) are queued for your review. Nothing merges itself, ever, because families share phones and couples share emails. When you do merge, the full history moves to the record you keep, and nothing is lost.

FAQs