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. A client record is created automatically the first time someone books, and you can add one yourself with Add client.

Search by name, email, or phone.
Sort by name, last visit, most visits, or highest spend.
Filter by tag: new, regular, VIP, or inactive.

Open a client to see their contact details, tags, any no-shows, and quick buttons to Book, Message (opens a text on your device), or Add note. Each client has these tabs:

Overview — total visits, total spent, last visit, how often they come back on average, and their preferred services. These update on their own as bookings, payments, and logged sales come in.
Appointments — their booking history. You can also Set up repeat booking from here — see Repeat bookings.
Notes — free-text history you add over time. Notes can’t be edited or deleted once saved, so they stay a reliable record.
Custom Fields — durable facts about the client (skill level, grade, vehicle, gate code, and so on). The fields come from your default intake form, answers from bookings land here, and you can edit and save them yourself.
Photos — before/after or reference images, up to 20 MB each. Private to you — clients never see them. Uploading client photos needs a paid plan (or your free trial); if you move to Free you keep the photos you already have.
Intake Forms — the answers a client gave on each booking.
Messages — your text conversation with this client. See Message Center.

Tags are picked when you add a client yourself. Clients who book online start with no tags.

Exporting

Export CSV on the Clients page downloads every client with name, email, phone, tags, visit count, total spent, and last visit date.

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:

Pick an Existing client, or switch to New client and enter a first and last name (phone optional).
Choose a service, or Custom… and type a name. Picking a service fills in its price; you can change the amount.
Choose the payment method (cash, Venmo, PayPal, Cash App, Zelle, or other) and the date. You can backdate a sale, but not future-date one.
Add a note if you like, then Log sale.

The sale is recorded as a completed, paid visit. It adds to that client’s visits and total spent without a Slot or an online payment. It stays out of your calendar and today’s schedule (it already happened), and the client isn’t sent any confirmation. Your latest entries show under Recently logged.