NewKeep contact details and visit history together.
Client directory
Save client contacts, search visit history, and see last and next appointments. Add scheduling notes without recording medical or treatment details.
No credit card needed. Included in every plan.
How it works
- 1Add a contact, or book an appointment to create their record.
- 2Search by name, phone, or email and open the contact record.
- 3Call, view messages, book a visit, or schedule a follow-up.
Why it helps
- One contact record per business and phone number.
- Keep scheduling preferences next to visit history.
- See texting consent without changing it when saving a contact.
Common questions
Where do contacts come from?
Your team can add them manually. Staff bookings, Google Calendar imports, and public bookings also create or update contact records.
Does saving a contact allow SMS?
No. A contact record does not grant texting consent. Appointment texts still need a granted consent record.
More features
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