Their situation, in front of you
Good advice depends on remembering where a client is: their circumstances, what they want, what you talked through. Soopaspace keeps all of it as a private note on the client, there before every meeting.
Free to start with your booking page, bookings and clients. Everything else is one paid plan: £9.99/month billed yearly, or £12.99 monthly.
How it looks
Sam R.
Client for 2 years · 31 visits
- Booked and paid · £406 weeks ago
- Note: prefers mornings7 weeks ago
Every Tuesday, 18:00
- Tue 6 Oct Booked
- Tue 13 Oct Booked
- Tue 20 Oct Booked
- Tue 27 Oct Booked
Illustrations of the product. Names and amounts are examples.
The whole picture, kept private
Write a private note on each client: their circumstances, what they are hoping to do, the options you talked through, what to follow up on. Only you can see it, so you can record whatever helps you advise them well, and it stays with that client from one meeting to the next.
- Private notes on each client, seen only by you
- Their circumstances and your discussion in one place
- Stays with the client between meetings
- Never shown to the client or anyone else
Ready before every meeting
When a client comes back after a few weeks of paperwork, the notes are still there, so the meeting carries on rather than starting over. Your preparation is a glance before they arrive, and the client feels remembered rather than asked the same questions twice.
- Notes there before each meeting
- A gap between meetings is never a fresh start
- Update a note the moment something changes
- The client feels remembered, not re-interviewed
Try it on your own business
Start free with your booking page, bookings and clients. No card, no time limit.
Common questions
- Can the client see the notes I write?
- No. Notes are private to you. Clients never see them, so you can record their situation and what you discussed in whatever detail helps you.
- Where do the notes live?
- On the client, so they stay with that person across every meeting and are in front of you the moment you open their booking.
Keep exploring
Other things that might interest you
Not ready yet? Stay in the loop
Practical tips for running a small business, and news when Soopaspace adds something new.
One paid plan, one price
One app for the whole of it
£9.99/month, billed yearly
or £12.99 a month. Cancel any time.
- A booking page you edit on the page itself
- Fixed-price appointments, quoted jobs, or both
- Group events, courses & waiting lists
- Bundles, offers, discount codes & gift vouchers
- On-demand services: paid now, delivered later
- Reminders, two-way calendar sync & self-service rescheduling
- Quotes & invoices, with overdue ones chased politely for you
- Money, P&L, expenses & mileage
Free plan: your booking page, bookings and clients, with no card and no time limit.