Client charts
Every client record in one place.
Contact, treatment history, allergies, signed consent forms, outstanding paperwork, provider notes, and invoice history — accessible from the calendar in two taps. Searchable across every chart your spa has, regardless of location.
Sarah Chen
Client since Mar 2024 · 12 visits · Member
Phone
(555) 234-1180
sarah.chen@…
Date of birth
Jan 14, 1989
Allergies
Penicillin
Pending forms
Botox consent · per-visit · expires today
2 taps
From calendar block to full chart.
All locations
Search every chart from any site.
Provider-only
Notes thread separated from front-desk view.
Single source of truth
One record, every interaction.
Every booking, payment, signed form, and treatment outcome lives on the client's chart. The Overview tab shows the last visit, the next scheduled appointment, outstanding forms, and any provider notes flagged as important.
If a client visits multiple locations, their chart follows them. Allergies entered at one location appear at every location.
- Cross-location chart access
- Treatment outcomes tracked per visit
- Allergies + medical history surfaced on every page
- Loyalty / membership status visible at a glance
Provider notes
Internal notes separated from the public chart.
Provider notes are visible to providers and managers only — front-desk staff don't see them. Useful for clinical observations, behavioral notes, or anything that shouldn't surface on a checkout receipt.
Notes are timestamped and authored, so the audit trail shows who wrote what and when.
- Visible to providers + managers only
- Timestamped and authored
- Markdown-formatted
- Searchable from the chart sidebar
Botox & Neurotoxin Consent
Version 4 · For: Sarah Chen · Tokenized link
Signature
Forms
Outstanding paperwork surfaced where it matters.
The chart shows pending consent forms inline — the front desk sees what needs signing before checkout, and the provider sees it before they start the treatment.
Per-visit consent (Botox, filler, lasers) auto-assigns when the appointment is booked. Lifetime intake forms assign once on first appointment.
- Auto-assigned per service or per visit
- Pending forms surfaced on chart + appointment popover
- One-tap "send tablet link" workflow
- Audit trail with IP, user-agent, signature
See it in 30 minutes