Learn · Client CRM
How to set up client crm in under 30 minutes
Quick answer
Launching client crm on Beautifyx is a 30-minute job. Import your services, set your rules, share your booking link, and you're live.
Step 1 — Sign up and pick a plan
Start a 14-day free trial. Every plan includes client crm, so pick based on team size and location count.
Step 2 — Import your data
Upload a CSV of clients, services, and (if applicable) inventory. Beautifyx maps columns automatically.
Step 3 — Configure client crm
Set your defaults, permissions, and any industry-specific rules. Templates are pre-loaded for salons, spas, studios, and birth-care practices.
Step 4 — Test it end-to-end
Run a test appointment, sale, or workflow yourself before rolling it out to staff.
Step 5 — Go live and share
Announce it to clients over SMS or email. Beautifyx has ready-to-send templates in the marketing tab.