One client, one record. Wherever they came from.
A client who booked online, paid an invoice and got your last email is one person, so they are one record. History, notes, billing details and card on file sit together, and fill in as you work.
14 days free, no card needed.
The record fills itself in.
You never type a client twice. The booking page, the stays calendar, an invoice and a campaign all write to the same place, and you read it back when the client walks in.
Everything about them, on one page
Their appointments and stays, the invoices they paid and the ones still open, the emails they received, your notes. One record, in the order it happened.
Billing details and card on file, together
Company name, tax number and billing address live on the record, so the next invoice is ready in one click. From Pro, the card they saved on the booking page is here too, to charge or delete.
Lists that feed your campaigns
Filter by who has appointments, who has an invoice, who has not visited in six months. Pick the ones you want, save the list, and send them a campaign from the same tool.
How it works
An online booking, a stay, an invoice or a form on your website creates the record. If two arrive for the same person, we spot it and offer to merge them into one.
Preferences, allergies, the treatment they asked about last time. Notes stay private to your team, on the record, a tap away during the visit.
Cards when the list is short, a table when it is long, with filters to find who you need. One button exports every client to a spreadsheet, whenever you want.
What each plan includes
Every tool is on every plan. From one plan to the next, what changes is how far it goes, never whether you have it.
| Feature | Essential | Pro | Premium |
|---|---|---|---|
| One record per client, filled in by appointments, stays, invoices and campaigns | |||
| Unlimited clients | |||
| History: appointments, stays, invoices, quotes, emails sent | |||
| Private notes for your team | |||
| Billing details: company, tax number, address, currency | |||
| Email consent and unsubscribes, kept for you | |||
| Duplicate detection with a one-click merge | |||
| Filters: has appointments, has invoices, subscribed, inactive, new this month | |||
| Hand-picked lists for campaigns | |||
| Export the whole list to a spreadsheet (CSV) | |||
| Mobile app for iOS and Android | |||
| Card on file per client: save, charge, delete | — | ||
| Client lists that update themselves, set up with you | — |
Your client base belongs to you. Export it whenever you like, and it leaves with you if you go.
Questions, answered plainly.
What happens if the same person books online and later gets an invoice?
They stay one client. The invoice attaches to the record their booking created, matched by email or phone. If a duplicate slips through, the record shows a notice and you merge the two in one click.
Can I import the clients I already have?
Not by yourself yet. Send us your spreadsheet during setup and we load it for you, so you start with your clients in place rather than an empty list.
Can I export my clients?
Yes, on every plan. One button in the Clients screen downloads every client as a CSV file that opens in Excel, Numbers or Google Sheets, with their details, consent, last visit and what they have with you.
Where is the card on file kept?
With Stripe, in your own Stripe account. Calenzy keeps only a reference to it, so we can charge or delete it when you ask. Card numbers never sit on our servers.
Is a client told when I keep notes about them?
Your clients can ask you what you hold about them, and the law in most countries says you must tell them. The record gives you the answer in one place, and you delete a client entirely with one button when they ask.
Still have a question? Write to us
It works with the other eight tools.
One login, one bill. Each tool feeds the next: a booking creates the client record, the record receives the invoice, the campaign goes out to the list.
See your clients in one place.
14 days free, no card needed. We load your existing clients with you at the start.