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 client profiles with visit history, preferences, notes and communication logs. Sell pre-paid session bundles with usage tracking and expiry dates, and link family members under a single account. Tag and segment clients to send targeted messages, and let clients manage their own bookings and profile in 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 accountsComing soon
Link family members under one account; booking on behalf of a family member is coming soon.
Re-booking remindersComing soon
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 bring your existing client list with you.
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 and filter your client list by tag. Use tags to send targeted messages to the right group of clients.
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?
You can link family members to a primary account today. Booking and enrolling on behalf of a linked family member is coming soon.
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. The sending runs today; the settings screen to choose the timing yourself is coming soon.
Ready to try Client Management?
Create your free account and explore every feature — no credit card required.