Client Memory

the context the next visit needs.

Visits, preferences, formulas, notes, conversations and return timing kept on one client record, visible to the people who should see it and nobody else.

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the Client Memory hero record

The record that makes the next visit easier

  • Visits
  • Preferences
  • Service details
  • Notes
  • Threads
  • Cadence

A relationship, not a row in a calendar.

Without Client Memory

  • Preferences live in a notebook or a memory.
  • A new team member starts from zero.
  • The same question is asked every visit.
  • Nobody knows when the client is due back.

With Client Memory

  • Every visit adds to one record.
  • A new hire reads what they are allowed to read.
  • Preferences and service details arrive with the booking.
  • Return timing comes from the client’s own rhythm.

In practice

Before the visit

The professional opens the appointment and sees permitted visit history, preferences, notes and contact details on the linked client record.

During the visit

They update the details that matter next time-such as equipment, sensitivities, timing preferences or a private note-without creating a second record.

After the visit

The completed visit joins the history and can inform the client’s return cadence for Rebooking Radar.

Availability

Client records are part of the core workspace. Team visibility follows role, assignment and field-level permissions.

What the record keeps.

Enough context to run the visit well, without collecting things that age badly.

History

Every visit, in order

Services, prices, duration and who performed the work, so the pattern is visible without a spreadsheet.

  • Visits
  • Services
  • Specialist

Detail

Preferences and service details

The specifics that make a repeat visit easier to run: equipment, sensitivities, preparation and timing preferences.

  • Equipment
  • Sensitivities
  • Timing

Cadence

A client-specific return rhythm

Return timing is measured per client, so a six-week regular and a twice-a-year visitor are never treated the same.

  • Cadence
  • Drift
  • Signals

Boundaries

Visible to the right people

Roles decide who reads notes, money and contact details. Private notes stay with the specialist who wrote them.

  • Roles
  • Private notes
  • GDPR tools

On the record

One client, one page.

History

Visits

Every completed visit with service, price and specialist, newest first.

  • Linked to the planner entry
  • Exportable per client

Detail

Preferences

Structured fields for the things you must not guess twice.

  • Custom fields per service type
  • Shown at booking time

Conversations

Threads

The conversation history that belongs to this relationship, across channels.

  • Permission-aware access
  • Consent state per channel

Return

Cadence

The rhythm Belom measured, and the drift that makes a reminder worth sending.

  • Source facts attached
  • Feeds rebooking opportunities

Control

Data

A client can ask for their data or ask to be forgotten. Both are one action.

  • CSV export per client
  • Full deletion across records

One record

per client relationship

Role-based

visibility of notes and money

€0

to start, no card required

GDPR

export and erase built in

The safeguards that keep client context useful.

Private notes

Stay with the specialist who wrote them.

Permissions

Scope client detail per role and per location.

Decisions log

Every change to a record is attributable.

Merge duplicates

Two records for one person become one history.

Assisted migration

CSV export is self-service; confirm any inbound client-list migration with Belom before switching.

GDPR export and erase

Answer a data request without a support ticket.

The Belom platform

Client Memory is just the beginning

Belom keeps the planner, client history and approved communication connected in one place.

Planner

Visits and appointments

Messages

Threads per client

Rebooking Radar

Cadence signals

Today’s Opportunities

Daily queue

Analytics

Retention patterns

CSV export

Clients and subject-access bundles

Booking page

Fields collected once

Team roles

Visibility scope

Data boundaries

What is stored

The record can hold visit history, preferences, notes, contact details and the communication or cadence context linked to that client.

Who can see it

The professional and permitted team members can see owner-scoped client data. Another business cannot browse or inherit this client base.

Export and delete on request

A permitted professional can export the client bundle and permanently erase the client's data when responding to a client request.

What it doesn’t do

Belom does not share the client base with other businesses, and it does not message clients on its own without an approval or configured rule.

Built around your results

Create the client record now, then carry its context into the next visit.

Client records are available in the core workspace; team access remains permission-controlled.

Every returning client, filled slot and hour saved adds to the value of your subscription.