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Client management

Know every client and personalize the experience

Full profiles with history, preferences, notes and spend, so every visit feels personal.

03Client managementBooking & clients
Interactive walkthrough

Interactive walkthrough: Build client profiles with contact details, history, and notes.

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01At a glance

The more you know about a client, the better the experience. Tilo keeps everything in one profile your whole team can reference in seconds.

  • Client information, past retail purchases and salon services in one profile
  • Total visits and average spend per visit tracked on the client page
  • Gift card tracking, consent forms and referral history
  • Each client receives their own personalized referral link
  • Add family members to profiles and link household accounts
  • Waiver forms sent via SMS or email and stored under the client profile
  1. 02

    The complete picture in one profile

    Build profiles with contact details, history and notes. The same page shows past retail, services, total visits and average spend.

    • Contact details, visit history and notes
    • Past retail purchases and salon services
    • Total visits and average spend per visit
  2. 03

    Households and referrals

    Add family members and link household accounts. Each client gets a personalized referral link, and referral history stays on the profile.

  3. 04

    Forms that live with the client

    Send waiver and consent forms by SMS or email. Completed forms are stored under the client profile, next to gift card balances.

Your next step

See Tilo in action

Book a 20-minute walkthrough with a Tilo rep and get answers for your merchants on the spot.