Home›Features›Client records

Client management for your salon, without the notebook

Avana gives every client a card with their details, visits and your private notes, created automatically at their first booking. It's in every Avana plan, so last time's formula and that allergy are simply there at the next appointment.

Fills itself with every bookingYour notes are keptIn every plan
Why one card

Never ask what you did last time again

Remembering every client by heart stops working once your list grows. Avana keeps it all on the client card, where you can find it in seconds.

Everything on one card

Details, visits, what they spent and your notes. No more scrolling back through eighteen months of messages.

Clients feel remembered

You still know they take their coffee black and that last time came out a shade too warm. That's what brings people back.

You see who's drifting away

Sort your clients by last visit and anyone who hasn't been in for over three months stands out. Those are exactly the people to win back.

How the card works

From a first booking to a regular

Avana builds the card as clients book: details, every visit with service and amount, intake answers and your notes, all in one place.

Automatically

Every booking fills in the card for you

When someone books for the first time, they're added straight away. After that the card grows with every appointment, including the ones you add yourself.

  • New clients are added on their own
  • Every visit is listed
  • Coming from another system? Bring your list with you
Your notes

Write down what you'd otherwise forget

The color formula, an allergy, prefers not to have a blow-dry. Type it once and it's there at the next appointment.

  • Formulas, preferences and things to watch
  • Visible as soon as you open the appointment
  • Ask what you need to know before they arrive
Winning back

See who hasn't been in for a while

Sort by last visit and you see who came this month and who has stayed away for more than three months. One message is often enough to get someone back in your chair.

  • Clients absent three months stand out
  • Search by name or email address
  • Book a new appointment from the client card
What's on it

Everything you want to know about a client

Avana's client records are there from day one; anything that needs a bigger plan or an add-on is marked.

DetailsName, phone number and email address, filled in when they book.
Every visitWhich service, when and what it cost, including appointments you added yourself.See your calendar
Your notesFormulas, preferences and things to watch, shown when you open the appointment. Clients never see them.
Answers to your questionsWhat the client filled in beforehand about allergies or wishes sits on the card.Create a form InvoicesWith invoices switched on, everything that was invoiced is on the card.See invoices
Who's staying awaySort by last visit and anyone absent for more than three months stands out.
Targeted win-backsSend a message to a group Avana puts together for you.From Business MaxSee campaigns Loyalty cardEvery visit earns a stamp, and the total is on the client card.In every planSee the loyalty card
Your clients stay yoursAvana doesn't use your clients' details for its own purposes and never contacts them itself.
What feeds the client card

What makes your client list really worth something

Appointments, stamps and review requests all hang off the same clients, so nothing needs copying. Three moments in your week where you notice it.

Client listCampaigns

A message to exactly the right group

Everyone who has drifted away, or your best clients. Avana finds the group and you write the message. From Business Max.

Client listLoyalty card

Visits count by themselves

With the loyalty card on, the client card shows how many stamps someone has. If Sophie is on four of five, you can mention at the desk that the next visit fills it.

Client listReviews

A review request after every visit

Clients who book online are on your list with an email address, so a few hours after the appointment the review request goes out by itself. New clients read the replies on your booking page.

Questions

Client management, answered

How do I build a client list for my salon?

In Avana it builds itself: everyone who books with you, or whom you add to the calendar yourself, gets their own client card that grows with each appointment. If you're coming from another system or have a spreadsheet, you can import it in one go from the settings.

Can I keep private notes on salon clients, like a color formula?

Yes, Avana has a notes field on every client card that clients never see. A color formula, an allergy or a preference for no blow-dry: type it once and it's there at the next appointment. Clients never see your notes; anyone on your team who opens the client card does.

Can I see what a client has had done before?

Yes. Avana's client card lists every visit with the service, date and amount, including appointments you added to your calendar yourself. You never have to ask what it was last time.

How can I see which salon clients have stopped coming?

Avana shows it in your client list. Sort your client list by last visit and anyone absent for more than three months stands out. Your reports, from Business Plus, also show how many clients come back and who's at risk of drifting away, and with campaigns on Business Max you can message that group in one go.

Is my client data safe with Avana?

Avana processes your client data only on your behalf, to run your bookings. It isn't used for Avana's own purposes, for advertising or to contact your clients, and only you and your team can access it.

Who owns my client list in Avana?

You do. Your clients belong to your salon and Avana never contacts them itself. If you need a copy of your client data, for example because you're switching, support will arrange it for you; that's one of the big differences from booking marketplaces.

Is client management included in every Avana plan?

Yes, your client list with notes and history is in every plan, including Avana Business at $20.99 a month, tax included. Campaigns to a group of clients come with Avana Business Max, as the pricing page shows.

Is there a service fee, and who pays it?

When a client pays online, a small service fee is part of the price they see from the very first screen: 3% of the booking, at least $1.99 and at most $2.79. You pay nothing on your takings, because Avana charges no commission. That small amount from the client is what lets us pay you out in full, so the whole treatment price stays with you.

Question not answered here? Send it to us and a real person at Avana will answer it.

The short answer

How does client management work in Avana?

Avana gives every salon client their own card automatically at their first booking, with their details, every visit with service and amount, their answers to your intake questions and your own notes, such as a color formula or an allergy. Clients never see those notes. In your client list you sort by last visit and see who hasn't been in for more than three months, and a list from another system can be imported in one go. Client management is included in every plan. For a solo salon, Avana Business costs $20.99 a month, tax included, which is $0.69 a day. Campaigns to a group of clients come with Avana Business Max.

Client management for salons

Everything you know about a client, in one place

You know it all, but it's in your head, on a card in a drawer, in a spreadsheet or in a message from a year and a half ago. A good salon client management system brings it into one place: details, every visit and the notes you add. In Avana that happens on its own, because every booking fills in the card a little more.

Notes are what salons value most. A color formula, an allergy, or that last time came out a shade too warm: type it once and it's there at the next appointment, visible as soon as you open it in your calendar. Whatever the client filled in on your intake form lands on the same card.

A client list also shows who you're no longer seeing. Sort by last visit and anyone absent for more than three months stands out, and with campaigns on Business Max you can message them in one go. A digital loyalty card keeps count of visits, and after every online booking a review request goes out. Your list stays yours; the pricing page sets out each plan.

What is a salon client list, and why do you need one?

A client list is a record of everyone who comes to you, with their details, their visits and whatever you want to remember about them. For a self-employed hairdresser, nail tech, beauty therapist or barber it's your salon's memory. Without one it lives in your head and your phone, and once you get busy you forget the formula for someone you only see twice a year, or the allergy of someone new.

In Avana you don't maintain it yourself. When someone books online, or you add an appointment, that client gets a card with their details, every appointment with service, date and amount, their intake answers and your notes. The card also holds tabs for documents, treatment records and every email and text they've been sent, and at the top you see how often they've been, what they've spent in total and when they last came.

How do you keep track of a color formula or allergy per client?

Put what always applies on the client card itself, and what changes each visit in a note. An allergy to latex or a pregnancy applies every time; today's color formula may be different next time. Mixing the two is exactly how things go wrong in a notebook.

In Avana, open the client and add what always applies to their notes and particulars. If it mentions words like allergy, caution or pregnant, the block turns yellow and a yellow warning appears next to that client in your list. A formula or what you did today goes in as a note; you can pin an important one, and each note shows who wrote it. Client labels such as Regular or VIP help you recognize someone at a glance.

How do you bring clients across from another system or a spreadsheet?

Export your clients from your old system as Excel or CSV and import them into Avana in one go. It doesn't matter which system you're leaving. Log in to it, ideally on a computer, and look for export or download, often under settings, reports or your client list, and download your clients and, if possible, your appointments and services.

In Avana you open the import in your settings and choose your files. Avana works out which column is which and asks a short question if something is unclear, such as whether the day or the month comes first. If someone already seems to be in Avana, it asks whether it's the same person, and nothing is saved until you confirm. Nobody gets an email during the import. More on switching to Avana.

What should you keep on clients, and what does Avana do with it?

Keep what you need to treat them well, and nothing more. An allergy, skin type or color formula belongs there; gossip from the chair does not. You're responsible for your clients' data, and Avana handles it on your behalf.

If a client asks to be deleted, you remove them from their client card. The card with its notes and documents goes, appointments stay anonymously so your takings still add up, and invoices are kept because the law requires it. There's deliberately no button to download your whole client list; if you need a copy, support arranges it.

Pricing

Three plans, and the price is right here

Every plan includes sales tax, takes no commission on your bookings and can be canceled any month. Try Avana free for 7 days, no card needed.

MonthlyYearly save up to $142

Business

For the independent salon that takes bookings seriously.
$20.99/month

$0.70 a day, and no commission on your revenue.

Start free
Most popular

Business Plus

For the salon that wants every gap in the week filled.
$35.99/month

$1.20 a day. One extra appointment a month covers it.

Start free

Business Max

For the salon that also teaches, with Avana Academy included.
$70.99/month

$2.37 a day, with Avana Academy included.

Start free
  • Mobile app for iPhone and Android
  • 2 extra team members includedEach with their own calendar. After that, $7.99 a month per person.
  • Avana Academy includedSell courses with certificates for your students.
  • Treatment rooms in your calendarAdd the room or chair to each appointment, so two treatments never clash.
  • 5 free SMS a month included
  • Email campaigns
  • Automatic birthday and win-back emails
  • Use your own domain name
  • Your own branding in campaigns
  • Advanced settings
  • Early access to new features

All prices include sales tax. Move to another plan and you only pay the difference.

Get your salon taking bookings this afternoon

Create your booking page, set your hours and share your link. Avana is free for the first 7 days.

Set up your booking page