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Customer features

Client management designed for service professionals

Transform the way your business understands, manages and connects with customers.

Illustrative portrait of Sarah JacobsSarah JacobsEvery visit. One customer.

Appointments

OCT08
Cut & finish

Thursday · 10:00

Illustrative employee avatarwith Alex

Conversations

You’re booked in for Thursday at 10am.
Thanks, see you Thursday!

Sarah · SMS

Forms

Treatment consent
Treatment discussed
Aftercare understood

Signed and saved

Client history

Illustrative consultation photo
Illustrative treatment photo

Little details, remembered.

Built into Ovatu

Customer Features Built For Connection

Customer Profiles

Store all your client information in one secure location, from appointment history and notes, to loyalty and spend. Everything you need to provide a thorough, personalised customer experience.

Illustrative customer portrait

Sarah Jacobs

sarah@example.com

VIP customerData collection consented
Appointment historySample data
OCT08
Cut & finishClaudia · 10:00
Confirmed
SEP21
Colour & stylingClaudia · 09:30
Completed
AUG12
Cut & finishClaudia · 11:00
Completed
Watch demo

Dynamic Customer Segments

Group customers by similar traits to better understand your business mix. Create segments like VIPs, Regulars, or Seniors to send highly targeted email campaigns and offers.

Dynamic segment · sample data

24matching customers
Live rule

Lifetime spend is more than $500

Illustrative customerSarah Jacobs
Illustrative customerJamie Taylor
Illustrative customerMorgan Lee
Samantha, Capterra
It makes life so much easier as customers can book their own appointments online rather than messaging back and forward trying to organise a time that suits both of us.
SamanthaCapterra

Self-Service Online Accounts

Empower your customers with 24/7 self-service. Clients can securely manage their own appointments, update contact details, complete forms, and make payments online.

Willow Studio

Your account

Hello, Sarah.

Your next appointment

ConfirmedCut & finish

Thu, 8 Oct · 10:00
with Claudia

Consultation formCompleted
Gift card balance$50.00

One Inbox for Every Conversation

Every email, SMS and booking message in one place, matched to the right customer profile. Your whole team sees the full history and replies without switching apps.

Illustrative customer
Sarah Jacobs

Customer conversation

Today · sample conversation

SMS · Sarah

Hi! Could I book a cut and finish on Thursday morning?
Every conversation, matched to the customer.

Custom Forms & Waivers

Create highly customizable forms to gather specific data. Whether it's medical history, treatment records, patch test results, or liability waivers, your clients can fill them out with ease.

WILLOW STUDIO

Treatment consent

Sarah Jacobs · consultation form

Treatment discussed with my practitioner
Aftercare instructions understood
I consent to the treatment
Customer signature

Completed and saved to the customer profile

SOAP Notes & Formulas

Build stronger connections by capturing vital information. Adding SOAP notes, formulas, and personal details is simple and immediately attributed to the individual customer profile.

Treatment record

SOAP notes
Saved
S
Subjective

Customer would like a gentler home-care routine.

O
Objective

Reviewed the current routine and products used.

A
Assessment

Discussed options suited to the customer’s preferences.

P
Plan

Record the agreed routine and review at the next visit.

Claudia · 21 September

Document & Image Uploads

Go visual with your records. Attribute photos and documents (from JPEGs to PDFs) directly to a customer’s profile, making it easy to access "before and after" shots or treatment files when you need them.

Sarah’s uploads3 files
Illustrative consultation photo

Consultation.jpg

21 September · sample photo
Illustrative hair treatment photo

Treatment.jpg

21 September · sample photo
Consultation.pdf

Customer document · 240 KB

Anna, Capterra
I have been with Ovatu for years. I am very impressed with the software and all the features that make running a salon much easier. The Ovatu team goes above and beyond to make the Ovatu experience easy and effective.
AnnaCapterra

More customer features

More powerful customer tools

01

Advanced Customer Filters

Find exactly who you’re looking for in seconds. Easily filter your entire database based on a wide range of attributes, from specific customer traits to booking behavior.

02

Fully Customizable Fields

Need to track information that isn’t standard? Add custom fields to your profiles to collect and store any unique type of data your specific business requires.

03

Secure Data Management

Keep your business and your clients safe. Enjoy a secure, extensive, and easy-to-access location for all sensitive information, including allergies and specialized contact preferences.

Customer testimonials

Real feedback. Real results. Watch our customer stories below.

Holly Gould

"I am a huge advocate in working smarter and not harder… if we can have things like automation, scheduling, and appointment setting in our pocket, it's just gonna make life so much easier."

Holly Gould

Hair by Holly Gould

Bex

"I've had an increase in the frequency of bookings because the system's there 24/7. If I'm on holiday or unavailable, it just keeps rolling over. That wasn't possible before."

Bex

The Zen Den

Jennifer Turner

"I liked that Ovatu could integrate into my website seamlessly, because with all the other systems out there, you have to go to a second site and I didn't want that."

Jennifer Turner

Turn Beautiful

Claire Howard

"My no-shows are pretty much zero. The people that book in are committed. It's brought me clients that are regular, that are reliable. That's the biggest benefit for me."

Claire Howard

Claire Howard Nail Design

Anne Skelton

"If it's the middle of the night and my clients are up and they're thinking; 'Oh, I haven't booked this', they can still do it online, it's fantastic."

Anne Skelton

Serenity Holistic Therapies

Anna

"We used to just write names on paper and hope for the best — now we've got Ovatu and it's made everything so much smoother and more professional."

Anna

Berry Yoga Shala

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