Skip to main content
Client Management

Know every client.
Personalise every visit.

Build rich client profiles that remember preferences, allergies, colour formulas, and history — so every appointment feels like a VIP experience.

No credit card required · Unlimited client records

Client Profile — Emma Clarke
EC
Emma Clarke
Client since Jan 2023 · 24 visits
VIP Client
Preferred stylistSarah Jones
Last visit12 May 2025
Favourite serviceBalayage
Lifetime spend$2,340
Allergy notePPD sensitivity
Higher return rate with profiles
$450
Average lifetime value increase
100%
GDPR compliant data storage
0
Missed client preferences
Client Profiles

Your clients deserve to feel remembered

Every detail about every client, organised and accessible at a glance — before they even walk through the door.

Rich Profiles

Complete client records at your fingertips

Build detailed profiles that include contact information, booking history, service preferences, colour formulas, allergy notes, and any custom fields your business needs. Everything is searchable and instantly accessible.

  • Full appointment history with service details and stylist
  • Custom notes and colour formula storage
  • Allergy and sensitivity alerts shown at booking
  • Client-uploaded photos for style references
  • Tags and segments for targeted outreach
Try It Free
📋 Service Notes — Emma C.
Colour Formula
6N base + 20 vol, balayage with 8.3
Cut Preference
Layers, keep length past shoulders
Allergy Alert
PPD sensitive — use patch test
Next Visit Goal
Tone refresh + trim
Smart Insights

Understand your clients better than ever

Certxa automatically analyses your client data to surface actionable insights — who your top spenders are, which clients are at risk of lapsing, and which services are driving the most repeat bookings.

  • Client retention and churn risk alerts
  • Top spender and VIP client identification
  • Average visit frequency per client
  • Service popularity and revenue breakdown
See the Dashboard
Client Insights
VIP Clients 23
$180+ avg spend
Regular Clients 89
8+ visits
At Risk 14
No visit in 60+ days
New Clients 31
First 3 visits
GDPR & Privacy

Safe, secure, and fully compliant

Certxa is built with privacy-first principles. All client data is encrypted, stored securely in the UK, and fully compliant with GDPR regulations. Your clients' trust is protected, and so is your business.

  • End-to-end encryption for all client data
  • UK-based servers with ISO 27001 certification
  • Automated data retention and deletion policies
  • Client data export on request in one click
Learn About Security
🔒
Bank-Grade Security
All data encrypted at rest and in transit
GDPR Compliant
ISO 27001
UK Data Centre
SOC 2 Type II
Client Stories

How professionals use client management

★★★★★

"I used to rely on memory and scraps of paper for client notes. Now everything is in Certxa — every formula, every preference. My clients are always impressed that I remember everything."

KL
Katie Lambert
Colour Specialist, Edinburgh
★★★★★

"The lapsed client alerts are brilliant. I set up an automatic message to clients I haven't seen in 8 weeks and it brings back 3-4 clients every month without me lifting a finger."

TW
Tom Walsh
Barber Shop Owner, Bristol
★★★★★

"The allergy alert system is a lifesaver — literally. I had a client with a PPD sensitivity I'd forgotten about. Certxa flagged it before the appointment. That feature alone makes it worth it."

SP
Sienna Patel
Senior Stylist, Leeds
Know Your Clients

Build relationships that
last a lifetime.

Start building rich client profiles today and turn one-time visitors into loyal regulars who keep coming back.

No credit card required · Unlimited client records included

Switching to Certxa has
never been easier

Sign up for our free data transfer service, and we'll import all of your appointments, services, inventory, and client lists for you.

Get your free data transfer