Feature · Client records

Client management and appointment history

Your client database builds itself, and it is yours.

Every appointment feeds the client’s record: contact details, history, preferences. You find everything in one place, you send targeted messages, and consents are collected and tracked for you.

A team based in Rennes, France, replies within a few hours

A barista’s hands prepare a coffee at the counter
No re-entry

It builds up appointment after appointment.

You have no database to build: every booking creates or completes a record, with contact details and appointment history. If you already have a client database elsewhere, we import it into your account for you, so you do not start from scratch.

Targeted messages

The right message, to the right people.

An advanced filter lets you choose exactly who you write to, then the message goes out by text or email in a few clicks: let people know you are running late, announce a closure, reach out to clients who have not been back. You can also set up automatic sending rules so you never have to think about it.

See automatic reminders →

GDPR and statistics

Your data belongs to you, and it tells a story.

Consents are collected automatically, dated and tracked with their source, refusals included. Business statistics draw an overview of your activity from these records: geographic spread, how often appointments recur, how attendance changes over time.

And also

Complete client records

Import your database

Already have a client file? We import it into your account.

Full history

Every past appointment, attached to the client’s record.

Tracked consents

Collected automatically, dated, with their source, refusals included.

They trust us

The elegance of great service, the peace of mind of a reliable tool.

4,000professionals use it
4.8/5on Trustpilot (118 reviews)
−30%fewer missed appointments
Lots of options other competitors don't have, for example limiting online booking to clients already registered in the client file. It's great when you want to manage your clientele. A single bug in 4 years: I recommend it with my eyes closed.
Christelle D. Client for 4 years
Very responsive and competent staff. Problem solved quickly by email, rather than through chat as with other competitors: a real pleasure to be understood quickly and efficiently!
Corène V. RDV360 client
I very quickly received an email explaining the action taken to solve my problem, then I was notified as soon as it was fixed. Personalized, well-written messages, clearly written by a person, not generated automatically.
Mme C. RDV360 client

Excerpts from customer reviews published on Trustpilot (rated 4.8/5 from 118 reviews, translated from French).

You may be wondering…

Your questions about client records

Are client records part of the free plan?

Yes, client records and appointment history are included in the Free plan.

Can I import my existing database?

Yes, we import your client file into your RDV360 account.

Do I own the data?

Yes. Your client records are yours, with their contact details, history and consents.

How are GDPR consents handled?

They are collected automatically along the way, dated and tracked with their source. Refusals are kept just like consents.