Clients, from enquiry to ending
Every client’s journey with you in one place — from the first enquiry, through your work together, to a planned or unplanned ending.
Where each client is
Enquiry, contacted, info sent, booked, active, completed, review requested, review received, ended — and lapsed, for an enquiry that didn’t go ahead. Your dashboard shows who’s waiting on you: enquiries needing a reply, enquiries gone quiet, and reviews to ask for.
Everything about a client, together
Contact details, upcoming sessions, session history, what they pay, and dated notes about them — on one page.
In step with your contacts
Bring your clients in from your Outlook or Google address book. Clients you add or change in SyncDiary are kept in step there.
Messages written once
Templates for reminders, booking confirmations, information packs and review requests, filled in with each client’s and session’s details. Copy them, send them by WhatsApp, or email them from your own Outlook or Gmail address.