Client Management

Keep in touch and grow your client list with powerful client management tools

Capture the Process with Client Photos

Photo management is about more than taking pictures. It’s about cataloging the visual evolution of your clients. Orchid can store, display, and print an unlimited number of pictures of each client with just a click of the button. You can use the Picture Manager to store a series of before and after photos when doing a series of services, and keep a main picture of your client that comes up when scheduling and editing appointments and sales!

Client Personal Text Message

Provide a Personal Touch

Orchid understands that keeping in touch with your clients is an important part of your business. That’s why we’ve made it easy for you to send e-mails and text messages right from the client screen. E-mails can be kept simple or customized to deliver a more personal touch.

Store and Manage Documents

With Orchid, individual clients can have important medical, legal, or informational documents on reference for spa services. Any file that is saved on your computer can be linked to a client, so you can quickly and easily access scanned documents and images, service agreements, or questionnaires in any file format. To help get you started, Orchid provides complimentary template documents that can be used for new client or release forms.

SOAP Notes

Store and Manage SOAP Notes

For history on a client before their appointment, it is possible to simply pull up or print SOAP notes. SOAP notes can contain detailed medical and treatment notes for each client, and Orchid allows you to easily add and manage SOAP notes to your clients’ profiles.

Use Purchase Trends to Maximize Sales

Check out your clients’ previous purchases so that you can quickly reschedule and upsell products previously purchased. Orchid conveniently unifies client purchases for quick reference while you’re scheduling or checking out.

A Stress Free Way to Keep Track of Client Balances

Easily set up a discounted series of services and allow your clients to pre-pay for their next few appointments. We’ll automatically use the client’s balance when they come in for each appointment, and alert you when the client is due to pay for another round.

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