Client Management

Contact Management

Manage a database of clients whether they’re individuals or businesses, categorize them and add their detailed information, default invoicing method and opening balance.

Client Statement

Generate clients’ account statements with both summarized and detailed account activity including transactions’ complete log, paid to date and balance due amount.

Client custom fields

Customize different types of fields in clients’ profiles to suit your needs and communication strategy using a seamless editor.

Clients’ printable templates

Create, customize and save your own clients’ printable templates to serve multiple purposes including ID cards, membership cards, tags, attendance checkers, vouchers and more.

Appointment bookings

Schedule clients’ appointments, by date, duration and appointment purpose and easily send meeting details to clients.

Staff assignment

Assign staff members to a client or a group of categorized clients to handle their invoices, payments or appointments and personalize communication with them.

Client Follow-up

Stay connected with your clients and ensure their satisfaction by setting follow-up meetings and deal closure appointments.

Clients’ notes & attachments

Log notes in each client’s profile to ease client follow-up, upload attachments and easily share them with your clients.

Recurring appointments

Set a client’s appointment as recurring in case of recurring meetings and client requests. The system automatically creates an appointment based on the date and frequency set.

Custom client status

Clients’ statuses help you filter and follow up on clients, continue where you left off and track your teams’ communication and progress with clients; find them ready-made or customize your own.

Client portal

Offer clients their own portal and send them their online login details to the system where they can view notifications and appointments’ details, track their statuses and fulfill invoice payments.

Client permissions

Enable or disable client privileges, control exactly what they can view and the actions they can perform based on your needs or their preferences.

Client payments

Easily track clients’ payments per invoice and status and view their balance statements.


Email or SMS clients to remind them of appointments, payment due dates, or notify them of bookings’ status updates, further appointments or your latest news and offers.

Client Follow-Up

Appointments Management

Schedule client appointments for different purposes by date, time and duration and easily send appointment details to clients.

Custom follow-up actions

Whether the appointment purpose is to meet or follow-up on clients through SMS or email, determine the appointment action needed or simply customize your own.

Appointment staff assignment

Assign available staff to tend to the client appointment and follow up on their activity and interactions with clients.

Clients’ E-mail templates

Use ready-made or fully customizable email templates to maintain follow-ups and update clients with invoices, payments confirmation, login details, appointment dates and more.


Set auto-reminder rules to notify both clients and staff of meetings and follow-up appointment dates through SMS or by email.


Package Customization

Create custom memberships packages to suit your industry. Set its duration, price and include the package benefits and extras.

Subscription Management

View detailed subscription information including the client, the subscribed membership, start and expiry date, amount and payment details.

Auto Membership Invoicing

Find automatically issued invoices once a client membership has been registered and offer multiple available online and offline client payment options.

Consumption Tracking

Register usage, track your subscribers’ consumption of the package, always have your hand on the right data and easily re-charge when a client demands.

Client Attendance

Keep a log of your members’ attendance. Check clients in to confirm their attendance and track the package they’re on as you make the attendance entry.

Memberships Suspension

In case your members need to pause their membership, easily freeze a client’s membership for the specified duration temporarily and resume usage with flexibility.

Memberships renewal

Allow clients to use membership after expiry by setting tolerance days and renew memberships with a click of a button and auto-invoice clients with them.

Membership Reports

Track membership subscriptions by client or package, view expired and new memberships and extract detailed and summarized reports.

Points & Credits

Credit Type Customization

Chargeable Credits work in a very dynamic way. Customizable and flexible; use to create various credit types with different units to suit your kind of business.

Credit Charge

Charge your clients with credit of pre-set customized types, determine the desired amount, start and expiry dates and recharge clients’ balance as needed.

Credit Usage

Register client credit charge consumption with credit usage and easily track consumed and available credit.

Package Building

Create tailored packages to suit your industry and clients’ needs. Allocate credit types and preferred amounts, determine package validity and utilize to offer in client memberships.

Credits Reports

Track credit charges and credit usage with detailed and summarized reports. Monitor package and membership purchases and keep track of your performance.