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.

Start Free

No credit card required

Auto-created client profiles when clients book
Private clinical notes your clients never see
Full booking history per client
See who's new, who's a regular, and tuck away the ones who've moved on.
Manually add walk-in clients anytime

Every client tells a story

Each client gets a detail page showing their contact info, services they've used, client-since date, and your general notes. Everything you need to deliver personalized care.

Notes that stay private to your practice

Write session notes, track preferences, and record observations. Your notes are private to your practice: clients never see them, and no other practitioner on Riverd can read them.

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.

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. A client signing in to book or to view their own appointments never sees what you wrote about them, and no other practitioner on Riverd can reach your notes either.

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.