Riverd
Features→Client Management
Practice Management

Know your clients, grow your practice

A lightweight CRM built for wellness providers. See each client's full history, write private notes, and track their journey from first visit to loyal regular.

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  • Auto-created client profiles when clients book
  • Private clinical notes only you can see
  • Full booking history per client
  • Client status lifecycle: new → active → archived
  • Manually add walk-in clients anytime

Every client tells a story

Each client gets a detail page showing their contact info, booking history, payment balance, and your private notes. Everything you need to deliver personalized care.

Client detail page with notes and booking history

Private notes for your eyes only

Write session notes, track preferences, and record observations. Client notes are encrypted and visible only to you — never to the client or other providers.

Client detail page with private notes section

Track the client lifecycle

New clients are automatically marked as 'new' and transition to 'active' after their first completed session. Archive inactive clients to keep your list clean.

Clients list with search and status tracking

Frequently Asked Questions

Is Riverd Client Management a Jane App alternative for wellness providers?+
For solo wellness practitioners, yes. Riverd's CRM is built specifically for healers — with client notes, booking history, and payment tracking integrated. It's simpler and more focused than Jane App, with a modern interface and AI-powered setup.
Are client notes visible to the client?+
No. Client notes are private and encrypted — only you can see them. Clients never have access to your clinical notes or internal observations.
Are client profiles created automatically when someone books?+
Yes. When a new client books through your practice page, their profile is automatically created with their contact info and booking details.
Can I manually add walk-in clients?+
Yes. You can create client profiles manually for walk-ins or referrals who didn't book online.

Related Features

Session Management

Manage every booking from creation to completion with clear status actions.

Learn more →

Payment Tracking & Invoicing

Record payments, generate invoices, and track your income — all in one place.

Learn more →

Ready to try Client Management?

Join Riverd and start using this feature today — no credit card required.

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