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Know your customers

Documents & intake

Collect intake answers, agreements, and signatures with the booking.

Tempo Collective Clients Overview September 2026
Everything behind the booking

A relationship, not a record.

This week
Client directory Know the person.

The history. The next visit. The details.

Name Next visit
AB
Avery Brooks Returning client
Tue · 11:00
JE
Jordan Ellis Returning client
Wed · 10:00
ML
Morgan Lane Returning client
Thu · 09:00
CR
Camille Reed Returning client
Fri · 12:00
Client profile
Returning client Avery Brooks Tuesday, September 15 · 11:00
Next visit
Tuesday · 11:00
Intake
Completed
Provider
Sofia Martin
Illustrative workspace · Fictional data

Keep the details
with the work.

  • Ask questions relevant to the service.
  • Publish agreement and waiver templates.
  • Keep signed documents linked to their booking records.

Connected capabilities.

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Sell & collect

Payments

Collect deposits and payments through your connected Stripe account.

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Know your customers

Clients

Keep contact details, history, notes, and customer records together.

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Run your business your way.

Set up the parts of Slotted your business actually needs.

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