CRM for lash and brow artists: from consultation to package and invoice.

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.

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Clientthe relationship and agreed brief
Worktasks with a responsible person
Billinginvoices and commercial context
Workspace369 client record showing history, files, communication, and invoices in one profile

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 and 12× Cadet usage at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

CRM for lash and brow artists compared

For booking fills, deposits and waivers, start with a beauty booking tool: GlossGenius, Vagaro, Booksy, Fresha or Square Appointments all include online booking on their entry plans. Workspace369 is not a booking-first tool, since its booking page starts on Specialist at $149 a month. It fits artists who also sell training, brand or event work by proposal and invoice, from $29 a month on Cadet.

ToolEntry priceOnline booking on entry planFormsMain gateTrial
GlossGenius$24 a month billed yearly ($28 monthly)YesWaivers from Gold ($48 billed yearly)Forms on Gold14 days, no card
Vagaro$30 a month ($23.99 for the first 6 months)YesForms listedIntro rate ends30 days
Booksy$29.99 a monthYesForms and waivers included$20 per extra member14 days, no card
Fresha$19.95 a monthYesConsultation forms listedMessage fees after free allowance7 days
Square AppointmentsFree; Plus $49 a monthYesNot highlightedNo-show fees from Plus30 days (Plus, Premium)
Workspace369$29 a month ($23.25 billed yearly)No, from Specialist at $149Intake forms on every planBooking page on Specialist14 days, card required

Prices and limits from each vendor's official pricing page, checked October 17, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Administrative Friction in Beauty Administration

Scattered Communication

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.

Disorganized Package Invoicing

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.

Unstructured Consultation Files

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.

Mismanaged Task Deadlines

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.

See the workspace your clients feel.

01

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile
02

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details

Step-by-Step Lash and Brow Client Workflow

01

Initial Consultation Record

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 are issued or sessions are booked for the upcoming brow or lash sessions.

02

Issuing the Package Proposal

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.

03

Scheduling the Rescheduled Appointment Package

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.

04

Managing Pre-Service Tasks and Files

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.

05

Final Invoicing and Client Portal Review

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.

Client operations for lash & brow artists

  • An operator can link a rescheduled appointment package to the corresponding client records, showing updated dates and tasks while preserving historical conversation logs.
  • The client portal displays proposals and invoices shared by the operator, so the artist can confirm that all package payments match the package record.
  • An operator can store style files within the project folder, keeping every package file in one place.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Operational Verification Criteria

Can I store sensitive patch-test records in Workspace369?

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.

How does the platform handle a rescheduled appointment package?

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.

Can clients view their past invoices and proposals independently?

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.

Is it possible to track multi-session brow projects?

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.

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.