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Client database

Your client database at hand. Keep track of all clients’ data like appointment history, no shows and membership status. Know your customers.

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Collect all of your clients' data effortlessly

Save your time – no routine work

 

Simply schedule your clients in the appointment calendar – the client database updates automatically. History of each client’s visits is stored. Find your customers in a few clicks.

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All of the data in one place

Know every customer

 

Client’s personal profile
Full visit history
Preference analytics

Divide your customers into flexible segments

Find customers in the database by more than 20+ criteria.

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Unified client database for branch networks

No more confusion

 

If you have a franchise business, it is quite likely that, the problem of customer profiles duplicating in databases of different branches is very relevant to you. This problem makes any communication, for instance emailing, difficult, and customer profiles incomplete. Altegio solves this problem completely.

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Automatic segmentation

Customers who stop visiting you can automatically fall into the “lost” category, and those who spend the most – into the “Important” category. You can configure yourself all categories and rules.

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Upload data in one click

Most importantly, only you decide who has the right to do so.
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Customer group mailing

Do you want to notify customers that their specialist will be on vacation the next 2 weeks? Now it can be done in a few clicks. Simply filter customers by any criteria and send them SMS or email.

Group your clients easily and email them

Set the criteria for grouping your customers

Customer filtering

Use this feature to build effective marketing communication with your clients and make them loyal.

Find customers who:

Join 12,000+ businesses that trust Altegio

FAQ

What is the client database in Altegio?

A built-in CRM that automatically stores every client’s profile, full visit history, no-shows and membership status in one place. It fills itself as you book appointments, and also supports manual input, batch import from Excel and migration from other services

Yes. Import from a spreadsheet or another platform, and our team helps transfer contacts and history, so no important data is lost

Find and group clients by 20+ criteria – spend, visit frequency, services used, last visit – and let Altegio auto-sort them into segments such as “lost” or “important” using rules you define

Yes. Filter a segment and send targeted email or SMS – win-back offers to clients who haven’t returned, or birthday messages – straight from their profiles

Yes. Data lives in the cloud with role-based access, so each team member sees only what they need, helping you stay GDPR-compliant

Yes. Chains and franchises share one unified base, so profiles aren’t duplicated across branches and every location works from the same up-to-date data

Yes. Every profile holds visit history, notes, tags, files and preferences, so any team member can personalize service and pick up exactly where the last visit left off