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Customer features

Client management designed for service professionals

Transform the way your business understands, manages and connects with customers.

Built into Ovatu

Customer Features Built For Connection

Customer Profiles

Store all your client information in one secure location, from appointment history and notes, to loyalty and spend. Everything you need to provide a thorough, personalised customer experience.

A complete customer profile

Dynamic Customer Segments

Group customers by similar traits to better understand your business mix. Create segments like VIPs, Regulars, or Seniors to send highly targeted email campaigns and offers.

Dynamic customer segments
Samantha

“It makes life so much easier as customers can book their own appointments online rather than messaging back and forward trying to organise a time that suits both of us.”

Samantha

Capterra

Self-Service Online Accounts

Empower your customers with 24/7 self-service. Clients can securely manage their own appointments, update contact details, complete forms, and make payments online.

A self-service customer account

Custom Forms & Waivers

Create highly customizable forms to gather specific data. Whether it's medical history, treatment records, patch test results, or liability waivers, your clients can fill them out with ease.

Custom customer forms and waivers

SOAP Notes & Formulas

Build stronger connections by capturing vital information. Adding SOAP notes, formulas, and personal details is simple and immediately attributed to the individual customer profile.

SOAP notes saved to a customer profile
Anna

“I have been with Ovatu for years. I am very impressed with the software and all the features that make running a salon much easier. The Ovatu team goes above and beyond to make the Ovatu experience easy and effective.”

Anna

Capterra

Document & Image Uploads

Go visual with your records. Attribute photos and documents (from JPEGs to PDFs) directly to a customer’s profile, making it easy to access "before and after" shots or treatment files when you need them.

Documents uploaded to a customer profile

More customer features

More powerful customer tools

Advanced Customer Filters
Find exactly who you’re looking for in seconds. Easily filter your entire database based on a wide range of attributes, from specific customer traits to booking behavior.
Fully Customizable Fields
Need to track information that isn’t standard? Add custom fields to your profiles to collect and store any unique type of data your specific business requires.
Secure Data Management
Keep your business and your clients safe. Enjoy a secure, extensive, and easy-to-access location for all sensitive information, including allergies and specialized contact preferences.

Customer testimonials

Real feedback. Real results. Watch our customer stories below.

Holly Gould

"I am a huge advocate in working smarter and not harder… if we can have things like automation, scheduling, and appointment setting in our pocket, it's just gonna make life so much easier."

Holly Gould

Hair by Holly Gould

Bex

"I've had an increase in the frequency of bookings because the system's there 24/7. If I'm on holiday or unavailable, it just keeps rolling over. That wasn't possible before."

Bex

The Zen Den

Jennifer Turner

"I liked that Ovatu could integrate into my website seamlessly, because with all the other systems out there, you have to go to a second site and I didn't want that."

Jennifer Turner

Turn Beautiful

Claire Howard

"My no-shows are pretty much zero. The people that book in are committed. It's brought me clients that are regular, that are reliable. That's the biggest benefit for me."

Claire Howard

Claire Howard Nail Design

Anne Skelton

"If it's the middle of the night and my clients are up and they're thinking; 'Oh, I haven't booked this', they can still do it online, it's fantastic."

Anne Skelton

Serenity Holistic Therapies

Anna

"We used to just write names on paper and hope for the best — now we've got Ovatu and it's made everything so much smoother and more professional."

Anna

Berry Yoga Shala

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