Feature
Client Management
Client management in Sulit Suites is deliberately simple: who your clients are, what they have booked, what they have paid, and the conversation around each booking.
What is included
Client records
LiveName, contact details and private notes for every client who has booked with you.
Booking history
LiveEvery booking, its status and its payments, against the client.
Booking-linked messaging
LiveSolo & ProMessages and attachments stay attached to the booking they are about, with email notifications.
Client portal
LiveClients sign in with a Sulit account, or find bookings made without one by an emailed code, to see bookings, payment status and receipts, finish a payment or request a cancellation.
Receipts
LiveEmailed and printable receipts for every successful payment.
Client information controls
LiveClient details are visible only to the business they booked with. Sulit Suites never shares client lists between businesses.
What it is, and what it is not
This is a client list for a working professional, not a sales CRM. There are no pipelines, deal stages, tags, campaigns or segmentation. If you want to remember that a client prefers mornings, see what they booked last time, and message them about Thursday, it does that well.
The client's side
Clients see their own bookings on your site, labelled the way you choose, with payment status and receipts. They can finish an unpaid deposit or ask to cancel; what happens next follows the terms you publish. Clients with a Sulit account see all their bookings across businesses on one page, but each business sees only its own clients.
Messaging
On Solo and Pro, each booking has a conversation. Clients reply from the portal or by following the emailed notification; you reply from the dashboard. Nothing is scattered across text messages and social inboxes.
Client Management questions
- Is this a CRM?
- No. It is client records, booking history, notes, messaging and a client portal. It does not do pipelines, tagging, marketing campaigns or segmentation.
- Can I import an existing client list?
- Importing clients is not a current capability. Clients are added when they book.
- Can clients cancel themselves?
- They can request a cancellation from the portal. You decide, and any refund follows your published terms.
- Who can see my client data?
- Only you. Records are scoped to your business in the database itself, and the platform team's access is limited and logged. See Security.
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