Clients

Create a new client from the panel.

Upload your whole client list at once from a spreadsheet.

Find any client and download your list.

Everything you know about a client, organized in tabs.

The client's personal details, alerts, notes and other preferences.

Invoice a company or another client (for example, the parent of a minor).

A client's upcoming, past and automatic bookings in one place.

Link family members or clients who share memberships.

Create contracts and forms your clients sign from the app.

Ask a specific client to sign a document, or upload one that's already signed.

Record each visit and a client's treatment notes.

Tag your clients and leave important notes visible to the team.

Ask your clients for extra information Momento doesn't collect by default.

Groups of clients that update themselves based on the rules you set.

Track your leads and clients through stages, on a board.

Recover clients, purchases, documents or classes deleted by mistake.

App access, changing price tier, duplicate clients and more.