Skip to main content
SBM Portal
Features Pricing Blog Integrations Demo
Log in Start free trial

Customer Records That Actually Help You Serve

Complete customer profiles with appointment history, notes, vehicles, pets, and preferences. Every interaction in one place.

What you get

  • Full appointment and invoice history per customer
  • Notes, preferences, and details your whole team can see
  • Vehicle profiles for auto shops, pet profiles for groomers
  • Automatic loyalty tracking for returning customers
  • Export your customer data anytime — it's yours

Frequently asked questions

What does a customer profile include?

Contact details, full appointment history, invoices and payments, notes and preferences, plus industry-specific records like vehicles or pets.

Can I export my customer list?

Yes. Your data is yours. Export customers, appointments, and invoices anytime from your dashboard.