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Clients & CRM

Slot’d keeps a lightweight CRM so you remember every client and every visit.

Clients

The Clients page lists everyone who’s booked with you, with search. Open a client to see their history, contact details, and totals (visits, total spent, preferred services).

For each client you can keep:

  • Notes — free-text history you add over time.
  • Photos — before/after or reference images.
  • Tags — label clients however you like.
  • Intake answers — durable facts captured from your intake form (skill level, grade, vehicle, etc.), kept per client.

You can export your clients to CSV, and merge duplicate client records (their appointments, notes, and photos move to the surviving record).

Bookkeeping (walk-ins & off-platform sales)

Not every job comes through the app. The Bookkeeping page lets you log an off-platform sale in seconds:

  1. Create or pick the client.
  2. Choose a service (or enter a custom one) and the amount.
  3. Save — it’s recorded as a completed, paid sale.

The revenue rolls into that client’s totals and your reports, without a Slot or online payment. It’s kept out of your live calendar (it already happened) but stays in the client’s history.

Related: Getting paid.