The client’s whole story, one tap away
The best visits start with remembering: the exact color formula from last time, the photo of the finished job, the note about the side-gate code or the product they’re sensitive to. That memory usually lives scattered across a Notes app, a camera roll, and whoever happened to be there last time. Scheduley keeps it on the client: tap any row in Clients and their record opens.
Client notes
A free-form space for everything you’d want on hand: preferences, allergies, access notes, color formulas, “always books with Sarah.” Type, tap Save, and it’s there for every future visit. Whoever opens the client next, you or a teammate, starts with the full picture.
They’re also one tap away right where you need them: open any appointment on the Calendar and tap View client notes to see them in place, with no detour to the Clients tab before a client sits down.
Photos & files
Tap + Add to attach photos or PDFs to the client: before & afters, inspiration shots the client texted you, patch-test records. They stay on the client across every visit, so “can we do what we did in the spring?” is a two-tap answer, not an archaeology dig.
Service history, visit by visit
Every appointment they’ve ever had (the service, the date and time, who did it, and whether it’s paid), newest first. Each visit takes its own note: tap + Add note and record what actually happened that day (“7N + 20 vol, 35 min; toned with 9V”). Client-level notes hold what’s always true; visit notes hold what happened when. Together they’re a full color history.
It builds itself
You never file anything. Bookings from calls, texts, DMs, and your booking page all land on the client automatically; the history grows every time they book. Your AI Front Desk already recognizes returning callers by number and greets them by name; the record you see is the same one it’s working from.
Trade business? The same idea lives one level up for you:
jobs carry photos, documents, and visit history per work record; a remodel’s history stays on the remodel.
Still need help?
Our support team is here to assist you.