CRM for lash & brow artists
Lash and brow artists require specific administrative control when handling client records, proposals, and scheduling. Workspace369 keeps client files, proposals, projects, tasks, invoices and conversations in one system, so every package runs on a clear record. Artists see the full client history and confirm each step before a package is booked.
Key facts
CRM for lash & brow artists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "initial consultation record" to "final invoicing and client portal review".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Beauty operators frequently miss critical consultation follow-ups because client conversations are spread across multiple message threads. When a client requests a rescheduled appointment package, the lack of an organized history makes it difficult to track previous agreements. Workspace369 keeps client records and conversations linked in one place, allowing the lash artist to review past dialogue before issuing new scheduling options or updating project tasks.
Tracking payments for multi-session brow or lash packages often results in lost revenue when administrative details are unrecorded. Without clear invoices tied directly to client records, tracking which sessions are paid and which are pending requires tedious spreadsheet updates. Using the platform, you can issue clear proposals and track invoices against specific client tasks, so every package balance is accounted for.
Lash artists need to reference initial styling preferences and administrative notes before a follow-up appointment. When client files are stored across separate phone drives or paper folders, preparing for a rescheduled appointment package becomes inefficient. Keeping notes and files on the client record lets the artist view past session notes and prepare before the next scheduled date.
Preparing for complex brow styling packages requires completing specific administrative tasks before the client arrives. Missing a manual follow-up task or failing to send a proposal on time disrupts the business schedule. By setting clear tasks and projects for each client package, lash artists can track progress and make sure every preparation step is done.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
The lash artist receives an inquiry and creates a new entry in client records. The operator notes the client's basic commercial preferences, recording in the brief that a consultation follow-up is required. The operator records conversations regarding availability directly within the client profile, establishing a clear starting point before any proposals or scheduling links are issued for the upcoming brow or lash sessions.
To secure the multi-session lash package, the artist generates detailed proposals outlining the service terms and timelines. Once approved, the proposal converts into a deposit invoice the client can view and pay online. This ensures the commercial agreement is documented within the project files before any studio time is blocked out on the calendar.
When a client requests a change to their package dates, the artist adjusts the appointments on the calendar. The operator updates the project tasks to reflect the new timeline, ensuring the rescheduled appointment package aligns with the artist's availability. The operator documents all changes in the client records to maintain an accurate history of the scheduling adjustments.
Before the rescheduled appointment package begins, the lash artist adds files such as style preference photos to the client records. The operator creates specific tasks to review these files. This preparation ensures every step is complete before the first appointment.
After the lash or brow sessions are completed, the artist issues final invoices through the platform. The client accesses their dedicated client portal to view their payment history, download past invoices, and review upcoming scheduling tasks. The lash artist then closes the project, with every record matching the financial transactions recorded in the system.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Keep patch-test records and sensitive treatment details in a specialist tool built for health data. Workspace369 runs the rest of the client relationship: client records, scheduling, proposals, conversations and invoices.
The artist moves the appointments on the calendar. You can update the associated project tasks, modify the active invoices if the package value changes, and update notes directly in the client records. This keeps every record aligned after a schedule change.
Yes. Clients can log into the secure client portal to view their active proposals, open invoices, and upcoming scheduling dates. This reduces back-and-forth conversations, allowing the lash artist to focus on the work while the client accesses their documents directly.
Yes. You can set up a specific project for each brow or lash package. Within that project, you can define individual tasks for consultation follow-up, log client conversations, and track the overall progress of the package from the initial proposal to the final invoice.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
