Client Relationship Management
Every client detail, connected.
Reviva keeps every client interaction, history, and plan in one place so your team always has the full picture.
- Client profile
- Treatment history
- Photos
- Memberships
- Packages
- Treatment plans
SR★ VIP
Sarah Rivera
Member · 14 visits
Last visitApr 12 · Hydrafacial
PlanGlow series · 2 of 6
MembershipGold · renews Jun 1
● Now
Hi Sarah! Quick reminder — your next Hydrafacial is Thursday at 2:30.
Perfect, see you then 🙏
Type a message…→
One profile
Every detail in one place.
Treatment history, photos, notes, memberships, packages, and plans live together in a single profile your team can access instantly.
reviva.app/clients/sarah-rivera
SR
Sarah Rivera★ VIP
Member since Aug 2023 · 14 visits · Birthday Mar 14
OverviewHistoryPhotosNotesPlansMembershipsPackages
Membership
Gold
$149/mo · Renews Jun 1
$80 of $150 used this month
Lifetime value
$4,820
↑ 18% vs avg
Active treatment planOn track
Glow series · Brightening protocol
Created Jan 14 by Dr. Lee · Goal: even tone, smoother texture
Hydrafacial · MD
Mar 2 · Dr. Lee
Microneedling · light
Mar 18 · Mia P.
Hydrafacial · MDin progress
Apr 12 · Dr. Lee
Chemical peel · gentle
Scheduled May 4
Treatment history14 visits
Apr 12Hydrafacial · MDDr. Lee$220
Mar 18Microneedling · lightMia P.$340
Mar 2Hydrafacial · MDDr. Lee$220
Feb 10Brow laminationAnya R.$95
Upcoming
May 4
Chemical peel · gentle
Dr. Lee · 11:00 AM
May 22
Hydrafacial · MD
Dr. Lee · 2:30 PM
Provider notes
Dr. Lee · Apr 12
Skin tolerating brightening protocol well. Recommend peel pause on glycolic for 4 weeks.
reviva.app/clients/sarah-rivera/live
SR
Updating liveSarah Rivera
Live session · checked in 11:24 AM
MessagingOpen
Reminder — your Hydrafacial is in 30 min. We'll have water ready 💧
Running 5 min late!
No worries — Dr. Lee is ready when you arrive.
Type a message…
Treatment planUpdated 12s ago
Glow series · Brightening protocol
Hydrafacial · Mar 2
Microneedling · Mar 18
Hydrafacial · today
Chemical peel · May 4
Dr. Lee · just now
Adjusted serum to gentle formula. Saved to plan.
CheckoutIn progress
Hydrafacial · MD$220.00
Member discount · Gold−$22.00
Package credit−$220.00
Total$0.00
Package credit auto-applied · 5 of 6 sessions
Always current
Everything updates in real time.
As appointments happen, messages are sent, and plans evolve, the client profile updates automatically without breaking the workflow.
Data into action
Turn data into action.
Connected client data makes it easy to follow up, personalize care, and drive repeat visits without extra steps.
reviva.app/clients/segments
All clients
2,486 clients
Plan: Glow seriesLast visit > 60 daysMembership: Gold or PlatinumMatches 184 clients
ClientPlanMemberLastLTV
SRSarah RiveraGlow · 2/6Gold78d ago$4,820
JKJordan KimGlow · 3/6Gold65d ago$3,210
MAMaya AcostaGlow · 1/6Platinum92d ago$5,640
EPElena ParkGlow · 4/6Gold71d ago$2,910
Send to segment✨ AI draft
Recipients
184 clients
Hi {first_name} — your {plan_name} is paused at {plan_progress}. Pick up where you left off — your provider has saved your preferred slot.
148 chars · 1 SMS4 tokens
Est. 26 bookings
Connected by design
Every client interaction in context.
When your team always has the full picture, every appointment, message, and follow-up feels coordinated and effortless.
The full client picture, always at hand.
See how Reviva keeps every client interaction, history, and plan connected.