Every tool you need

Customer management

Your entire client list in one place. Track contact info, visit history, and loyalty status for every customer — without spreadsheets.

• Import your existing list
• Track visit and purchase history
• Loyalty status per customer
• Search and filter

Loyalty program

A digital stamp card system that rewards returning customers. Stamp a visit when they check in — the counter keeps climbing forever.

• Infinite visit counter
• Custom reward description
• One-tap stamp and undo
• No app required for customers

Intake forms

Build custom intake forms with your own fields and share a link with clients before their appointment. View all submissions from your dashboard.

• Up to 8 fields per form
• Text, dropdown, yes/no fields
• Shareable public link
• Auto-creates customer record

Quote builder

Create professional line-item quotes with auto-calculated subtotals, tax, and totals. Send directly to clients by email and track acceptance.

• Line items with qty and price
• Configurable tax rate
• Mark as paid → auto invoice
• Auto-imports to Financials

Follow-up sequences

Multi-step email sequences with configurable send days. Enroll a customer after their first visit and keep them coming back with timely check-ins.

• Unlimited steps per sequence
• Day-based scheduling
• Manual send-step control
• Completion tracking

Financials

Track income and expenses, see a 6-month bar chart, and understand your business at a glance — including YTD totals and month-by-month breakdowns.

• Income and expense categories
• 6-month trend chart
• YTD and monthly summaries
• Export-ready transaction list

Checklists & SOPs

Create reusable checklists for daily operations — opening procedures, closing routines, cleaning protocols, staff onboarding. Run them and track completion.

• Build once, run forever
• Opening / closing / cleaning templates
• Track who completed each run
• Add notes per run

Staff hub

A simple staff directory and shift note log — so your team stays aligned without a group chat full of noise. Handoff notes, contact info, all in one place.

• Staff directory with roles
• Shift notes (morning / evening / day)
• Colour-coded team members
• No app install required

Supplier directory

Organize all your vendor contacts, account notes, and reorder info in one searchable place. No more hunting through email for the supplier's phone number.

• Store name, contact, phone, email
• Notes and category tags
• Last order date tracking
• Quick-copy contact details