Client Management
Build Stronger Client Relationships with Ease
Managing client details, notes, and past bookings shouldn’t be stressful. Treffas Client Management feature consolidates everything in one place, making it easy to personalize interactions, follow up effortlessly, and build lasting relationships.
One Dashboard for Complete Client Insights
Stop searching through emails. Instantly access client contact info, booking history, notes, and payments. All in one convenient view.
Appointment Notes and Records
Track past conversations, preferences, and key details to stay fully prepared. Making every client feel like your top priority.
Effortless Follow-Up System
Set up automated reminders and follow-ups to stay top of mind. No manual work required.
Integrated Scheduling and Payment Solutions
View all past appointments, invoices, and payments in one centralized location. No spreadsheets, no scattered systems, just a smooth organized management.
Private Notes & Internal Insights
Take personal notes, session reminders, or next steps that is visible only to you so you’re always one step ahead.
A Reliable System, Letting You Focus on Your Clients
Say goodbye to disorganized notes and chaotic spreadsheets. Treffas keeps you organized, enhances client experiences, and fosters long-term relationships without the extra admin hassle.
Frequently Asked Questions
Treffas lets you create listings for your services such as coaching sessions, classes, workshops or packages. Clients can pick a time and pay in one step. The platform handles bookings and payments all in one place so you do not need a separate website or checkout system.
Treffas brings your essential tools together in one platform. You can manage your schedule, sync it with your calendar, receive payments, send reminders, collect client details or documents, and run surveys and follow up messages. Everything stays in one dashboard, saving you from switching between multiple tools
Treffas takes care of routine tasks automatically. The platform sends reminders before appointments, issues invoices, handles follow up messages and triggers payment reminders. That gives you more time to focus on your clients .
Yes, Treffas lets you set up courses or lesson packages. You build modules or session plans, define schedules, and connect payments to access. The whole process is managed within Treffas, so no need for extra tools.
Simply upload your digital assets such as ebooks, guides or templates. Treffas handles payments and delivers downloads instantly at any time. You can sell resources on their own or bundle them with consulting or coaching sessions .
Absolutely. Treffas integrates with calendar software, video conferencing platforms like Zoom, email tools and payment systems. This makes sure bookings, reminders and payments all work smoothly in your current setup .
Clients see your available times, choose what suits them best, and confirm immediately. Then Treffas sends confirmation and reminder notifications and stores everything in one dashboard. No more long email threads.
Connect a payment provider to Treffas and start accepting payments, deposits or subscriptions. Invoices are generated automatically, payment tracking is seamless and you do not need spreadsheets for accounting.
Get Treffas today and effortlessly run your business all in one place
Let Treffas simplify your business management. Our integrated platform allows you to focus on delivering top-notch service to your clients. We take care of the rest.