Live Approntix dashboard with appointments, performance indicators, client activity, and operational visibility.
Client feature
Client management that keeps history and follow-up closer to the booking flow
Approntix helps teams keep visit history, notes, spend visibility, and operational context available while they schedule and serve clients.
Why it matters
Client context should not live in memory or disconnected notes.
This module helps service teams serve repeat clients with more consistency.
Keep visits and notes visible.
Review client history without leaving the daily operation behind.
Support clearer follow-up.
Client context helps teams rebook, retain, and personalize service more effectively.
Reduce guesswork during busy hours.
Make client details easier to access when the front desk and team need them most.
Capabilities
What the client module helps organize.
The module keeps commercial and operational context closer to actual service delivery.
Visit history and notes
Keep past appointments and service context visible for repeat visits.
Operational client context
Review useful details without opening a separate CRM or spreadsheet.
Better repeat-business support
Make follow-up decisions with clearer client visibility.
Appointments
Appointment scheduling
Keep client context close to the live booking flow.
Open schedulingServicesService management
Tie service details and categories to client activity.
Open servicesReportsBusiness reporting
Understand client behavior through operational reporting.
Open reportsPlansPricing and rollout
Compare plans after reviewing the client workflow.
Open pricingNext step
Choose a plan to use client feature in your operation.
Compare plan limits and capabilities to use this feature alongside the related modules your workflow needs.
Free
For a solo operation that needs to organize scheduling, clients and services from the start, with online payments and a 1.5% Approntix fee plus Stripe fees.
Best forIndependent professionals or early-stage teams.
Free
Includes
- Dashboard and indicators
- Scheduling and appointments
- Clients and operational history
- Services and categories
- Service packages
- Staff and service assignment
- Branches by plan
- Online payments with Approntix + Stripe fees
Plan limits
- Branches1
- Users1
- Staff5
- Clients200
- Appointments / month150
- Services20
- Service packages2
- Service categories5
Basic
For small businesses that already share operations and need stronger visibility, reporting, public booking links, and online payments with a 1.0% Approntix fee plus Stripe fees.
Best forSmall teams with one or multiple chairs, rooms or service stations.
Currency
MX$299.00
/monthYearly billing: MX$2,555.00
Includes
- Dashboard and indicators
- Scheduling and appointments
- Clients and operational history
- Services and categories
- Service packages
- Staff and service assignment
- Branches by plan
- Latest 10 history entries per client
- Appointment series with dates and times per session
- Utilities: service costs, recipes, and profitability
- Calendar export (.ics)
- Client financial metrics
- Operational and financial reporting
- Public booking links
- Online payments with Approntix + Stripe fees
Plan limits
- Branches3
- Users5
- Staff10
- Clients400
- Appointments / month400
- Services50
- Service packages10
- Service categories10
Recommended
Pro
For growing businesses that need staff control, expenses, marketing, permissions, a branded landing page, and online payments with a 0.5% Approntix fee plus Stripe fees.
Best forGrowing operations with more bookings and stronger commercial follow-up.
Currency
MX$699.00
/monthYearly billing: MX$6,500.00
Includes
- Dashboard and indicators
- Scheduling and appointments
- Clients and operational history
- Services and categories
- Service packages
- Staff and service assignment
- Branches by plan
- Operational and financial reporting
- Full customer history
- Appointment series with dates and times per session
- Utilities: service costs, recipes, and profitability
- Custom cancellation reasons
- Staff commissions
- Expense tracking
- Marketing campaigns
- Custom roles and permissions
- Custom landing page with booking
- SEO, metadata, and public-site configuration
- Visual, content, and media customization
- Online payments with Approntix + Stripe fees
Plan limits
- Branches5
- Users15
- Staff20
- ClientsUnlimited
- Appointments / monthUnlimited
- ServicesUnlimited
- Service packagesUnlimited
- Service categoriesUnlimited
Basic includes public links to book online. Pro adds a personalized landing page with booking, SEO settings, content blocks, and visual customization.
FAQ
Questions about client management.
These answers focus on operational use, not generic CRM claims.
No. The client module is tied to appointments, services, and operational history inside Approntix.
Talk to the team
Talk to the team and choose the right plan.
Share how many branches, staff members and appointments you manage so we can recommend the best plan and rollout path.