Remember the details. Not the spreadsheets.
Keep client profiles, preferences, notes, and booking history connected, so your team has the context behind every visit.
Your clients
The Parker family
A familiar relationship. Useful context.
After-school care
Drawing, reading, and time outside.
After-school care · September 14
Fictional profiles. No personal data.
One less tool to piece together.
One more part of the day, connected.
Keep the useful details.
Lose the searching.
Keep the context that helps each visit feel a little more familiar, from useful preferences to the conversation that came before.
Useful context, close at hand.
A note from the last visit belongs alongside the next one, not buried in a separate document.
The little things matter.
Fictional service note · visible with the client record
A relationship that carries through.
Let booking history, service preferences, and conversations tell one connected story.
A familiar relationship.
Pick up where you left off.
Switch families, read their history, and edit a fictional service note. Everything stays in the same view.
Parker family
Katie Parker · Sample relationship
A family is more
than a contact record.
A connected workflow, built around the way your business works.
Create the relationship
Add a client or receive their details through an inquiry or booking.
Keep useful context
Record service preferences and the notes your team needs for the work.
Connect the next visit
Find earlier bookings and conversations alongside the client record.
Keep the next step connected.
The details, made clearer.
A little context before your next step.
Talk about your businessCan I organize ongoing client relationships?
That is the focus of this page: profiles, service preferences, booking history, and useful context in one place.
Are these real customer records?
No. Every profile, name, note, and booking on this page is fictional. Please keep real personal details out of the sample; your real records live in your Sitterz account.
Who should have access to client information?
That is your call. Use the roles and permissions in Staff Management to decide who on your team can see and edit client information; Sitterz applies those permissions across your account.
For the business you
put your heart into.
Bring the business side together. Make more space for care.