Client records: history, notes and flags
FreeKnow who is sitting down before she sits down
Her record fills itself from her appointments. Your notes stay in your team: never in her app.
Our decision
What we decided for your records
We decided
A record you don’t have to fill in
Her visits, her treatments, her upcoming appointments: it all comes from the calendar. You only add your note for next time.
Why it helps you
Flags that are calculated, never typed
“Often late”, “To follow up”: brity infers them from her appointments, on fixed rules. The same flag for the whole team, and it can be explained.
Your guarantee
Your notes, never in her app
Notes, nickname and flags stay out of her app; they are in the export of her data if she asks for it. Every opening is logged.
How it works
A record that fills itself
- Her record is created at her first appointment, or you import your file or your contacts.
- At the salon, you scan her QR: her record opens, with her discounts.
- After the visit, you add a note for next time.
« My notes about her stay in the team, never in her app. »
Getting started
We help you move to brity
Your import
From Planity, paste the link to your public page: services, prices and opening hours are imported. Your clients come from a CSV file or your contacts.
Your current calendar
Keep Google or Outlook connected: your personal appointments block your slots while you move to brity.
Help that answers
A question? Help answers right away, and our team takes over by e-mail if needed.
Which plan
What it costs
- Included in Free, so in every plan.
- Never a percentage of your appointments, on every plan.
Can she read what I write about her?
Not in her app. But if she asks for her data (GDPR), your notes are part of it: write as if she were reading. Every opening is in the log.
Do I start from zero if I change tools?
No: you import a CSV file exported from your software, or your contacts from your phone. Duplicates are spotted by phone or e-mail, and no message goes out at import.
What if a client asks for her data?
You log her request from her record, then export her record or anonymise it. Her tickets and invoices stay, as the law requires.
Goes well with
- Free
Client SMS and e-mails
SMS, e-mails and notifications, to those who said yesDiscover - Free
Client reviews
Verified reviews, left after a real visitDiscover - Free
Loyalty card
Loyalty card with tiersDiscover
Ready?
Take your place on brity
Join the waitlist, or build your page: it is kept, and your account starts from it.