Client file — name, email, phone, notes — all in one place
Every client has their own file: name, email, phone and internal notes.
The problem
Finding a client's details scattered between the calendar, a notebook and a messaging app takes time every time.
Without a centralized file, each piece of information about a client lives in a different place.
A client file groups name, email, phone and internal notes, in one place.
Without Kagenda
A client's details are scattered between the calendar, a notebook and a messaging app.
With Kagenda
A single file groups name, email, phone and internal notes.
How it works in Kagenda
Every client has a file, viewable from the calendar or the client list.
- The file is created with the clientAutomatically at their first booking.
- You fill it in if neededInternal notes, additional contact details.
- You find it from the calendarOr from the full client list.
File content
- Name
- Email and phone
- Internal notes
In practice
- 1
A regular client
Their file centralizes everything worth knowing.
FileName, contact, notes - 2
An internal note
Added directly to the file, invisible to the client.
NoteInternal - 3
Found from the calendar
One click on an appointment opens the client's file.
AccessFrom the calendar
Frequently asked questions
Does the file get created automatically?
Yes, from the client's first booking.
Can I add personalized information?
Internal notes let you add anything useful.
Does the client see their own file?
No, it's visible only to you and your team.
Can I merge two duplicate files?
It depends on the tools available from the client list.
