FlowDule
Clients & history

Understand the client in seconds, not after five lookups

Combine client profiles, history, preferences, purchases, notes, and upcoming appointments, so you and your team always meet with better context.

When client context is gathered, service and follow-up become easier

Contact information, past appointments, messages, notes, purchases, and next steps often end up scattered between calendars, inboxes, and various systems. This makes every follow-up more manual than it needs to be.

FlowDule gathers profiles, history, and relevant details in one overview, allowing you to understand the relationship faster and continue the process without searching multiple places.

A client overview that helps with service, sales, and follow-up

Bookings, purchases, and notes in the same profile

See contact information, bookings, products, invoices, notes, and practical details combined, so you don't have to gather them manually every time.

Preferences and history that strengthen the relationship

Track past processes, preferences, visits, and changes over time, making it easier to create a more cohesive and personal experience.

Communication and segmented follow-ups

Give colleagues the necessary context for the next step, and make it easier to follow up with the right customers with the right message.

Client overview

See the entire relationship before the next appointment begins

When bookings, notes, messages, purchases, and client data are connected, it becomes easier to meet prepared, follow up afterward, and keep track of what has already happened in the relationship.

See the entire module overview
Client overview in FlowDule
Role-based access to client history

Collaboration

More combined

Role-based access

Share the right context with the team, without everyone seeing everything

Reception, practitioners, and management work differently. FlowDule makes it easier to share the necessary client context with the right people, while sensitive information remains at the appropriate level.

Next step

Meet clients with better context and a more cohesive flow

Try FlowDule for free and see how clients, history, bookings, payments, and journals can work more closely together in your daily work.