Client records that remember everything.
Every Boclar client has a profile with contact details, preferred channels, notes by category, visits and lifetime spend. Import your list from Excel in minutes, and duplicates are caught for you.
Remember every client, every time.
Notes by category
General, Allergy, Health, Preference, Payment, Behaviour and Other.
A full profile
Up to 5 extra contacts, 5 addresses and 5 emergency contacts, plus preferred channels.
Visits and spend
Lifetime value and visit counts for every client.
Import and export
Import CSV or Excel; export to CSV, Excel or PDF.
Included on every plan, including Independent.
Search, filter, act in bulk.
- Search by name, phone or email. And 11 filters, such as last visit, visit count, upcoming booking, consent and location.
- Lifetime value and visits. On every row of the list.
- Duplicates caught. Boclar checks name, email, phone and ID when you save.
- Flags. Mark a client as No-show risk or Blocked, or block and unblock up to 200 at once.
From first visit to regular.
Import your clients
Column names are recognised in English, Spanish and French.
Add notes as you go
Pick the right category so the important ones stand out.
Keep details private
Roles and the privacy lock decide who sees contact details.
Client records, answered.
Can I import my client list?
Yes, from CSV or Excel. Existing clients can be skipped, updated or created again.
Does Boclar catch duplicates?
Yes. When you save, it checks for a match by name, email, phone or ID.
Can I stop a client from booking?
Yes. Block a client manually or through your attendance policy to stop them booking online. You can unblock them later.
Who can see client contact details?
Only roles with that permission. On a shared screen, the privacy lock can also hide them behind a PIN.
Know every client by name.
Import your list today and start adding notes on the next visit.