Client management software with one complete record per client
Every client, the whole story.
Appointments, payments, forms, notes, photos and messages live on one client profile, so anyone on your team can pick up where the last person left off.
- One profile per client
- Activity timeline
- Forms & consents
- Role-based access
- Search: Reception searches for Sara and opens her client profile.
- History: Her profile shows upcoming and past appointments and what she has paid.
- Forms: Her signed consent form and her intake answers are on the same profile.
- Notes: A team member adds a note that the next person will see.
One profile, everything in it
Each client profile is split into clear tabs, and every booking, payment and form updates it automatically.
Appointments
Upcoming and past appointments, with their status.
Payments & POS
Payments, POS sales and package or membership balances.
Forms & consents
Forms and consents sent, submitted and signed.
Photos & files
Before and after photos and uploaded documents.
Communications & notes
Messages and notes from the team, in one place.
Activity timeline
A timeline of everything that happened with the client.
Up and running in 3 steps
Clients are added
Clients are added when they book online, become a lead or are entered by your team.
Records fill in
Bookings, payments, forms and messages are filed on the profile as they happen.
Everyone is prepared
Search any client and see their full history before the visit.
A client profile at a glance
What your team sees when they open a client.
- Skin consultationThu 14:30Upcoming
- Last paymentHydrating facialPaid
- Consent formBefore treatmentSigned
- Prefers afternoon visitsTeam note
- VisitsWhat is booked next, and what happened last time.
- MoneyPayments, balances and anything still open.
- PaperworkWhich forms are done and which are still needed.
- ContextNotes and messages from the whole team.
Good to know
- Clinical records and treatment notes are a separate tab that only roles with clinical access can open.
- What each team member can see depends on their role and location.
- Client data stays inside your workspace; clients see only what you share in the client portal.
Frequently asked questions
Common questions about client records in Medzelo.
What is stored on a client profile in Medzelo?
Each profile has tabs for the overview, appointments, payments and POS, forms and consents, clinical records, photos and files, communications, notes and an activity timeline. Bookings, payments and forms are added automatically as they happen.
Who on my team can see client records?
Access follows each team member's role and location. For example, clinical records are only open to roles with clinical access, and branch staff see clients of their own branch.
Do online bookings create client records?
Yes. A new client who books online, fills in a form or comes in as a lead is added to Clients, so you do not have to type their details again.
Can I tag and search clients?
Yes. Search by name, phone or email, and use tags such as VIP or allergy notes to spot important details quickly.
Can clients see their own records?
Clients see what you choose to share in the client portal, such as appointments, forms, payment requests and shared documents. Internal notes stay with your team.
Works well with client records
Know every client before they walk in.
See a client profile with your own services and forms.