Your private
client book
A personal notebook for every client — preferences, tags, encrypted notes, and a full history of every interaction.
James M.
Verified4 visits · Last seen 3 days ago
Preferences
Noted- •Prefers evening appointments, after 8 PM
- •Always books 2-hour sessions
- •Wine preference: Sancerre or Chablis
Private Notes
Recent Activity
Booked 2h incall session
AI conversation — 4 messages
Identity verified
How it works
Jot down what matters
After a session or conversation, note down preferences, details, and anything you want to remember. If the AI Concierge is enabled, it can pick up details from conversations too — but only when you choose.
You refine
Add tags, write private notes, and organize clients however makes sense for you.
Everything encrypted
Client data, notes, and preferences are encrypted at rest. Only you can access them.
Never forget a detail
Keep track of what each client likes, when they book, and anything that helps you give a better experience.
Session preferences (duration, time of day, type)
Booking patterns and frequency
Special requests and notes for next time
Anything you want to remember
Optional: AI can help
When your AI Concierge is enabled, it can pick up preferences from conversations automatically. You control this per conversation (take over to stop it) or disable it entirely in settings. Your private conversations are never read.
James M.
Verified4 visits · Last seen 3 days ago
Preferences
Noted- •Prefers evening appointments, after 8 PM
- •Always books 2-hour sessions
- •Wine preference: Sancerre or Chablis
Private Notes
Recent Activity
Booked 2h incall session
AI conversation — 4 messages
Identity verified
Client Tags
Organise your way
Create custom tags, write private notes, and categorise clients however makes sense for your business.
Create unlimited custom tags
Filter and sort clients by any tag combination
Private notes visible only to you
Quickly categorise and find clients
Full history at a glance
Every booking, conversation, and interaction — logged and searchable. Prepare for returning clients in seconds.
Chronological timeline of all interactions
Filter by type: bookings, conversations, form submissions
Quick glance before a returning client arrives
Full history at your fingertips, always searchable
Activity Timeline — James M.
Booked 2h incall
AI handled 4-message conversation
Verified via LinkedIn
First booking — 1h incall
Form submission received
Under the hood
Build your client book
Every detail, every preference, every visit — all in one encrypted place.