Contact management

Contact management for nail technicians

Every client's shape, color, and cuticle note in one searchable place, so you sit down to each fill already knowing the set she had last time, without digging through DMs and the backs of old appointment cards.

ConnectMachine keeps every nail client in one private, searchable list. Add notes and voice memos on each contact (almond shape, chrome over pink, sensitive cuticles), tag them by service, and pull anyone up in seconds. When a client rebooks, you already know their last set, their allergies, and who referred them, so every visit starts ahead.

Your clients are your business. The regular who gets almond gel every three weeks, the bride who booked six months out, the walk-in who tips well and always wants chrome. Right now you carry all of it in your head, in DMs, on the backs of appointment cards, and in a notebook by the station. That works until you have two hundred clients and cannot remember who reacted to which top coat.

Contact management with ConnectMachine puts every client in one private place you can actually search. Each one carries notes on their shape, color, and cuticles, a tag for the service they book, and the context you used to keep in your head, so you walk into every fill already knowing what they had last time and what to avoid.

Why client details slip through the cracks

You do not forget your clients because you do not care. You forget because the details live in ten different places. A preference gets typed into a DM, a color code goes on the back of a card, a cuticle sensitivity gets a mental note you swear you will remember. Then the phone fills up, the notebook goes missing, and the salon switches booking apps.

By the time a regular sits back down for a fill, you are half guessing. Was it almond or coffin last time? Chrome or plain gel? Did she react to the fast top coat? Guessing wrong on a returning client is how you chip away at the trust that took months to build.

  • Preferences buried in DMs you have to scroll to find.
  • Color codes and shapes scribbled on cards that get tossed.
  • Sensitivities and product reactions you are trusting your memory to hold.
  • A client list stuck inside whatever booking app the salon runs this year.

One private list with every client in it

Contact management starts with one place that actually holds everyone. Every client you save lands in a single private list on your phone, not scattered across a booking app, your camera roll, and three chat threads. It is searchable, it is yours, and it is always with you at the station.

Add a client the moment you meet them: a walk-in who loved their set, a referral a regular sent over, someone you met at a bridal fair. Add them by hand in a few seconds, or scan a paper card if a vendor or event contact hands you one and the name, company, and number fill in on their own. From that point on, everything you learn about them has a home.

Notes and voice memos on every client

This is where a name turns into a client you actually know. On every contact you can keep notes: 'Almond shape, chrome over pink, sensitive cuticles, books every third Friday.' Next time she sits down, you open her contact and the whole set is in front of you before she says a word.

When your hands are busy or a client just walked out, a voice memo is faster than typing. Record ten seconds between clients and it saves right to their contact, so the detail is captured while it is fresh instead of forgotten by your next appointment.

  1. Open the client's contact right after you finish their set.
  2. Type or record the shape, color, and finish you just did.
  3. Add anything that matters next time: product reactions, cuticle sensitivity, how they like the length.
  4. Note who referred them and any dates that count, like a wedding or a standing fill.
  5. Save, and it is all there waiting the next time they book.

Tag clients so you can find them fast

Notes tell you about one client. Tags let you work with a whole group. Add a simple label to each contact and your list turns into something you can slice any way your day needs.

  • Tag your regulars so you can spot who is due for a fill.
  • Tag by service, like gel, acrylic, or nail art, when you launch something new.
  • Tag brides and event clients so their dates never sneak up on you.
  • Tag new clients from a referral so you remember to thank whoever sent them.

When a cancellation opens a Friday slot, you are not scrolling blindly. Pull up your regulars, see who is overdue, and fill the chair with one text instead of hoping someone books online in time.

Ask for a client the way you would ask a coworker

Once your clients carry notes and tags, you can find anyone without remembering names. The AI Concierge searches your contacts in plain language, the way you would ask a coworker who happened to have a perfect memory.

Ask 'who books chrome every few weeks?' or 'who has a wedding coming up?' or 'which clients did Maria refer?' and it pulls the list from your own contacts in seconds. When you post a new nail-art set and want to fill the week, you can find every client who ever asked for art and message them, instead of guessing. (The AI Concierge and voice memos come with a paid plan.)

Your client book stays yours

Your clients are the most valuable thing you own, and where you keep them matters. In ConnectMachine your contacts are private by default and never sold. The list belongs to you, not the salon and not a booking app, so if you move from a chair to your own suite, every client and every note moves with you.

  • Contacts are private by default and never sold.
  • Your data is encrypted in transit and at rest, and it is GDPR compliant.
  • Export your whole list to a CSV on any plan, so you are never locked in.
  • Sync to a CRM on a paid plan if you run your books somewhere else.

Suite renter or salon chair, your client list is an asset you carry with you, not something you rebuild from memory every time you switch stations.

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Frequently asked questions

How do nail techs keep track of client preferences?
Keep a note on each client's contact: shape, color, finish, and anything like cuticle sensitivity or a product reaction. Open their contact when they rebook and the whole last set is in front of you. You can also record a quick voice memo between clients so nothing gets forgotten by your next appointment.
Do my clients need to download an app?
No. Your clients never touch your contact list, which lives privately on your side. When you share your card, they open it in a browser with nothing to install, and saving your contact is one tap. The notes and tags you keep on them are yours alone.
Are voice memos and the AI search free?
Written notes and a searchable client list come on the free plan, which includes up to 4 cards and CSV export. Voice memos, the AI Concierge search, and CRM sync come with the Individual plan at $5.99 a month or $59.99 a year.
Can I keep my client list private?
Yes. Your contacts are private by default and never sold, and your data is encrypted in transit and at rest. The list belongs to you, so if you move from a salon chair to your own suite, every client and every note comes with you.
What if the salon changes booking apps?
Your ConnectMachine list is separate from whatever booking app the salon uses, so a switch does not touch your clients or your notes. You can export everyone to a CSV any time, which means your client book is never trapped inside someone else's system.
How do I find one client fast when I am slammed?
Search your list by name, or add tags like regular, gel, or bride so you can pull a whole group at once. On a paid plan you can also ask the AI Concierge in plain language, like 'who books chrome every few weeks?', and it finds them in seconds.

Getting started with client notes

You can start today with the clients already in your chair. Add your next few regulars, drop a note on each one with their shape, color, and any sensitivity, and tag your standing appointments. Do that for a week and you will open every contact already knowing the set, the reaction to avoid, and who sent them. Your client list stops being scattered cards and DMs and becomes an organized book you actually own.

Every client, every preference, one place.

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