Client Diary is a complete business system for appointment-based service businesses. The goal of onboarding is simple: get you live with less admin, clearer client records, and a calendar your team can trust — whether you run one site or many.
Your onboarding path in 6 simple steps
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Create your account
Sign up in 2 to 3 minutes and access your full trial environment straight away. -
Set up your business profile
Add branding, opening hours, locations, contact details, and team members. -
Build your services and timing rules
Configure pricing, durations, buffers, bundles, classes, and staff assignment rules. -
Turn on online bookings
If you wish, share your booking link on your website and social channels so clients can book 24/7. -
Enable payments and reminders
Set deposits and automate reminders to reduce no-shows and protect your schedule. -
Go live and optimise weekly
Use reporting and team visibility tools to improve attendance, rebooking, and daily flow.
Solo owner
Start with calendar, online bookings, reminders, and payments. Keep setup lean and launch quickly.Small team
Add team rosters, role permissions, and service rules for consistent bookings across staff.Growing or multi-location
Configure locations, standardised setup templates, and reporting for cleaner expansion.Moving from another software?
We regularly import data from other systems at no cost.
Tell us what platform you use and we will confirm what can be imported before you switch. Real people help with the move — not a faceless ticket queue.
Typical Data Import
What we can import depends on the software you are coming from. We often bring across:
- Client profiles and contact records
- Services and pricing
- Products
- Appointments
- Historical notes
- Gift vouchers
- Account balances
- And more where the source system allows it
Reach out and tell us what you are using — we will let you know what can come across before you switch.
How we reduce switching risk
- Clear fit-check before migration starts
- Guided setup support for your team
- Phased go-live option if you need it