Client Management
Build lasting relationships with a complete CRM built for service businesses.
Every interaction with your clients is tracked in one place. BizBrew's CRM gives you complete client profiles with visit history, preferences, notes, and communication logs. Sell pre-paid session bundles with automatic usage tracking and configurable expiry dates. Link family members or group participants under a single account so you can manage households and group enrolments effortlessly. Automated re-booking reminders nudge clients to schedule their next visit before they slip away. Segment clients by tags, membership tier, or behaviour to send targeted promotions, and let clients manage their own bookings, profile, and payment methods via the self-service portal.
What's included
Client profiles
Complete history, notes, preferences, and contact details.
Memberships
Create and manage membership plans with automated renewals.
Client portal
Self-service portal for clients to manage their bookings and profile.
Segmentation
Tag and segment clients for targeted communications.
Import / Export
Bulk import clients from CSV or export your data any time.
Communication log
Track every email, notification, and interaction.
Packages
Sell pre-paid session bundles with usage tracking and expiry.
Family & group accounts
Link family members or group participants under one account.
Re-booking reminders
Automated prompts to nudge clients to book their next session.
Frequently asked questions
Can I import my existing client list?
Yes. BizBrew supports CSV import so you can migrate your existing client database in minutes. All fields map automatically.
What does the client portal include?
Clients can view and manage their bookings, update their profile, see their membership status, and view past invoices — all from a branded self-service portal.
How does client segmentation work?
Tag clients manually or automatically based on rules (e.g., 'VIP' for clients with 10+ visits). Use segments to send targeted promotions and communications.
How do packages (session bundles) work?
Create a package with a set number of sessions and an optional expiry date. Clients purchase the package and each booking automatically deducts from their remaining balance. You can see usage and remaining sessions in the client profile.
Can I manage a family or group under one account?
Yes. Link family members or group participants to a primary account. This makes it easy to enrol multiple people in a programme, book back-to-back sessions for siblings, or manage a household's invoices in one place.
What are re-booking reminders?
Re-booking reminders are automated messages sent after a client's appointment that prompt them to schedule their next session. You set the timing (e.g., 3 days after their last visit) and BizBrew handles the rest.
Ready to try Client Management?
Create your free account and explore every feature — no credit card required.