URL: https://www.mangomint.com/features/client-management/

# Get to know your clients

Simplify client management and securely store client details, sales history, payment methods, and more—all in one place.

## Keep client details organized

Keep client information organized and accessible with an easy-to-use client management system.

Store client contact details, birthdays, allergies, color formulas, purchase history, and more.

## Visualize your client’s journey

Save client history automatically on the client timeline.

Track appointments, sales, notes, photos, completed forms, and more. Review client history at a glance and track progress over multiple sessions or treatments.

## Save credit cards to client profiles

Expedite checkouts by storing credit cards within client profiles. Use cards on file for convenient, contactless checkouts and automatic membership billing.

Save cards on file so you can protect your income and charge for late cancellations and no-shows as needed.

## Collect client details using custom forms

Create customizable forms to collect required client information before appointments.

Use short-answers, toggles, digital signatures, and more to collect waivers, consent forms, contracts, and custom intake forms.

## Automate appointment confirmations and reminders

Send automated confirmation requests, appointment reminders, and cancellation notifications via email and text message.

Customize the timing and content of your messages to keep your clients informed.

## Engage directly with your clients

Communicate with clients in-app via text message or phone call. View important client details in the conversation window, such as appointment history and membership status.

See every interaction with a client, including automated reminders and marketing messages, organized in one inbox.

## Let clients manage their details online

Allow clients to view their appointments, memberships, and packages online in the client portal—all without having to log in or create an account.

Save staff time by letting clients view their upcoming appointments and make changes if needed, including rescheduling and canceling.

## Offer flexible payment options

Allow clients to build an account balance that they can spend on whatever they like—services, products, and more.

Clients can add money to their account balance through a membership, and you can manually or automatically credit a client’s account balance as a reward or gift.

#### Explore Mangomint by business type...

#### [Hair Salons](/solutions/hair-salon-software/)

#### [Med Spas](/solutions/medical-spa-software/)

#### [IV Therapy](/solutions/iv-therapy-software/)

#### [Skincare Studios](/solutions/skincare-studio-software/)

#### [Beauty Studios](/solutions/beauty-studio-software/)

#### [Massage Studios](/solutions/massage-studio-software/)

#### [Hair Removal](/solutions/hair-removal-studio-software/)

#### [Tattoo & Piercing](/solutions/tattoo-piercing-studio-software/)

#### [Nail Salons](/solutions/nail-salon-software/)

#### [Barbershops](/solutions/barbershop-software/)

#### [Wellness Centers](/solutions/wellness-center-software/)

#### [Spas](/solutions/spa-software/)

#### ...or learn more about our features

Scheduling & Payments

#### [Calendar & Scheduling](/features/scheduling/)

#### [Payments & Point-of-Sale](/payments/)

#### [Online Booking](/features/online-booking/)

#### [Express Booking™](/features/express-booking/)

#### [Mobile Apps](/features/mobile-apps/)

Client Relationships

#### [Client Management](/features/client-management/)

#### [Call, Text, & Chat](/features/call-text-chat/)

#### [Memberships & Packages](/features/memberships-and-packages/)

#### [Forms & Charting](/features/integrated-forms/)

#### [Gift Cards](/features/gift-cards/)

Marketing & Automation

#### [Automated Flows](/features/automated-flows/)

#### [Campaigns](/features/campaigns/)

#### [Offers & Discounts](/features/offers-and-discounts/)

#### [Virtual Waiting Room](/features/virtual-waiting-room/)

Management

#### [Retail & Inventory](/features/retail-and-inventory/)

#### [Staff Management](/features/staff-management/)

#### [Reporting](/features/reporting/)

#### [Multi-Location](/features/multi-location/)

#### [Payroll Processing](/features/payroll-processing/)

See more

## Find out if Mangomint is right for you

[Book a live demo](/demo/)[Try it now](/trial/)