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.

Sarah Jacobs
sarah@example.com
Customer features
Transform the way your business understands, manages and connects with customers.
Sarah JacobsEvery visit. One customer.Appointments
Thursday · 10:00
with AlexConversations
Sarah · SMS
Forms
Treatment consentSigned and saved
Client history


Little details, remembered.
Built into Ovatu
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.

sarah@example.com
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
Lifetime spend is more than $500
Sarah Jacobs
Jamie Taylor
Morgan Lee
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.
Empower your customers with 24/7 self-service. Clients can securely manage their own appointments, update contact details, complete forms, and make payments online.
Your account
Your next appointment
Thu, 8 Oct · 10:00
with Claudia
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.

Customer conversation
Today · sample conversation
SMS · Sarah
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.
Sarah Jacobs · consultation form
Completed and saved to the customer profile
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 notesCustomer would like a gentler home-care routine.
Reviewed the current routine and products used.
Discussed options suited to the customer’s preferences.
Record the agreed routine and review at the next visit.
Claudia · 21 September
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.

Consultation.jpg
21 September · sample photo
Treatment.jpg
21 September · sample photoCustomer document · 240 KB

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.
More customer features
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.
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.
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
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