Client management
Client management that shows who's coming back and who's drifting away
Check each client's appointment history, see how much they've spent and who usually serves them, and know who stopped coming before they become a lost client.
- No lock-in
- Cancel anytime
- Unlimited bookings
The client file
Everything that matters about each client, on one screen
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Full history
Every booking, with totals of completed, cancelled and no-shows.
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What they're worth
Realized revenue, most frequent service and the professional who serves them most.
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Next booking and last visit
Know whether they already have a booking and when they last came.
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Tags, preferences and notes
Service information visible only to the team, with a history of every change.
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Blocking
A blocked client can't create new bookings at your establishment.
Who needs attention
Find the right client without scrolling the whole list
Filter and sort the client list by what you need to deal with now.
- With an upcoming booking
- Has missed before
- No return booked
- At risk
- To win back
Sort by
- Highest priority
- Highest value at risk
Search finds the client by name or phone.
Return
Each client compared with their own rhythm
Horanza calculates the usual interval between each client's completed visits and shows when someone is past due. With few visits, it uses the establishment's average rhythm.
Guide: how to win back inactive clients- Status: on track, due, at risk or probably lost
- Return chance from 0 to 100, with the estimate's confidence level
- Potential annual value of each relationship
- Clients who already have a booking are left out
Relationship
From diagnosis to action
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Message on WhatsApp
On the Today screen, the list of clients to win back has a shortcut that opens the WhatsApp chat.
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Win-back campaigns
Send an invitation by email and push notification to a group, honoring unsubscribes and a 30-day minimum interval, and track clicks, bookings and recovered revenue.
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Loyalty program
Give a discount every so many completed bookings and let clients follow their own progress.
Frequently asked questions
Frequently asked questions about client management
What is client management in an appointment-based business?
It's knowing who your clients are, how often they come back, what they're worth and who is drifting away, so you can act before losing them. On Horanza, it comes from your booking history itself, with no separate spreadsheet.
How is the client file filled in?
Automatically, with every booking, whether made on the public profile or recorded by the team. You add tags, preferences and notes whenever you want.
Who can see client information?
Only the establishment's team, according to each person's role. Notes and preferences are never shown to the client, and every change is recorded in the history.
How do I know which clients stopped coming back?
Use the “At risk” and “To win back” filters, or the Today screen, which lists the most important first. Each client's status is calculated from their own rhythm, not a fixed number of days.
Can I export the client list?
Not yet. The export available today is the finance one.
Can I cancel my subscription?
Yes, at any time from the panel. Access continues until the end of the period already paid.
Know which clients are coming back and who needs attention
Create your schedule, record your appointments and let Horanza build each client's file.
No lock-in · Cancel anytime