Buki
Client management
Keep client work connected to appointments, conversations and the services you provide.
Put the appointment in context
Open a client’s relevant bookings from your workspace. Check the service and booking status before following up, changing a session or discussing a payment.
Collect information with a purpose
Use forms for the information needed to deliver a service. Ask only for relevant details and explain how sensitive information will be used.
Explore formsKeep access appropriate
Client information follows account and workspace permissions. Health information must not be reused for advertising or unrelated marketing.
Frequently asked questions
Does everyone on the team see all client information?
Access depends on the role, workspace and type of information. Staff access is not permission to view every record.