Client Lens AI

Client Lens — Intelligence for Square PoS Terminal Client Lens is a professional business intelligence tool built exclusively for beauty business owners and their staff. A Square Appointments business account is required. This app is not intended for individual or personal use.

BUILT FOR BEAUTY BUSINESSES For salons, barbershops, nail studios, spas, lash bars, brow studios, and med spas running on Square Appointments. Client Lens connects to your Square business account to surface client intelligence and staff performance insights Square alone doesn't provide.

CLIENT INTELLIGENCE Every client card gives staff what they need before the appointment starts: • Alerts — allergies and critical constraints extracted automatically from notes using AI • Preferences — style habits and service history surfaced at the right moment • Notes — per-appointment staff notes synced to Square with full visit history in one place • Key Takeaways — AI summaries of past visit notes

UPSELL SUGGESTIONS • Service and retail upsell suggestions tailored to each specific appointment • Filtered by what the client already has booked

REBOOKING • Owner-configured return intervals per service • Suggested rebooking date with one-tap Book Now • Staff always know exactly when to suggest the next visit

STAFF ANALYTICS Owners compare every staff member across: • Service Upsell % — upgrades beyond original booking • Retail Upsell % — retail sold at checkout • Rebooking % — next appointments locked in • Team averages alongside individual metrics

CLIENT LIFETIME VALUE • Total lifetime spend and average per visit • Visit frequency and projected annual value • VIP, Loyal, and Regular client categorization

SQUARE INTEGRATION Client Lens reads and writes directly to your Square account. All client data, appointments, notes, and orders stay in Square — Client Lens is an intelligence layer on top of your existing Square business.

REQUIREMENTS • Active Square Appointments business account • Square Appointments Free, Plus, or Premium • Business owner or staff login credentials

SUBSCRIPTION Subscriptions are managed exclusively at clientlens.ai. A 14-day free trial is available for new business accounts.

A product of Easy Dial AI, Inc. Support: http://clientlens.ai/