CRM for makeup artists, from event inquiry to deposit and final invoice.

Makeup artists handle complex event bookings where timelines and guest counts change frequently. Workspace369 runs client records, proposals, scheduling, projects and invoices in one system. When a wedding party expands, the artist updates the schedule, the proposal and the project tasks in one place.

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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

By utilizing client records and scheduling modules, beauty professionals can maintain clear documentation as booking requirements evolve.

Key facts

CRM for makeup artists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "client records and intake creation" to "client portal verification".

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 makeup artists compared

Workspace369 fits on-location and bridal makeup artists who quote packages: optional add-on lines for extra people or travel, deposit on acceptance, contracts and invoices on every plan from $29 a month for one user ($23.25 billed yearly). Its online booking starts at Specialist, so artists who sell appointments are better served by GlossGenius, Square Appointments, Fresha or Vagaro, and HoneyBook suits a ready-made inquiry-to-booking flow.

ToolEntry price (monthly)Billed yearlyQuote, contract and invoice on entry planBookingMain entry-plan limitTrial
Workspace369$29 (Cadet, one user)$23.25 a monthProposals with add-ons, deposit, contracts, invoicesSpecialist ($149 monthly)5 active projects, 1 seat14 days, card required
HoneyBook$36 (Starter)$29 a monthProposals, contracts, invoices1 session on Starter; unlimited from Essentials ($49 yearly)2 live lead forms30 days, no card
GlossGenius$28 (Standard)$24 a monthInvoices; proposals and contracts not namedBooking website on StandardForms and waivers on Gold ($56 monthly)14 days, no card
Square Appointments$0 (Free); Plus $49 per locationNot shownEstimates, contracts with e-signature, deposits and invoices on Free; multi-package estimates from PlusOnline booking site on FreeNo-show fees and waitlist on Plus30 days on Plus and Premium
Fresha$19.95 (Independent)Not shownQuotes and invoices listedDirect booking links, freeOne bookable team member7 days, card not stated
Vagaro$30.00 (one person)Not shownInvoices; quote and contract not namedOnline booking on every planPrice steps up per team memberLength and card not stated

Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Administrative Challenges in Event Makeup Bookings

Untracked Schedule and Participant Changes

When a wedding booking adds another participant and an earlier start time, the update can get lost across multiple disconnected messages. Without a formal system, makeup artists risk missing timeline adjustments, leading to scheduling conflicts on the event day. Workspace369 allows you to log these changes directly within client records and adjust scheduling entries, preventing tracking errors across scattered notes.

Disconnected Proposals and Invoices

Sending a separate proposal and invoice often results in payment delays when client requirements shift. For example, if a bride adds a bridesmaid to the package, the total fee must change. Workspace369 links Proposals and invoices together. An administrator can update the proposal and issue a revised invoice to reflect the new participant count and adjusted timeline before the event.

Misplaced Client Inspiration Files

Makeup artists collect reference images, skin type profiles, and contract files from clients. Storing these across text messages or personal email accounts creates confusion during the preparation phase. Workspace369 attaches files to specific projects next to the conversation history. This lets the artist view all lookbooks, reference photos, and written agreements in one place before the trial.

Fragmented Client Communications

Communication regarding arrival times and location adjustments often occurs across multiple social media platforms and phone calls. This fragmentation makes it difficult to verify what was agreed upon regarding early start fees. Workspace369 stores client conversations and portal messages in one location. This allows the makeup artist to review past discussions and confirm that the client acknowledged the updated schedule and additional participant fees.

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 Workflow for Makeup Bookings

01

Client Records and Intake Creation

The workflow begins by entering the client details into the client records section. The operator records the wedding date, location, initial participant count, and desired style notes in the brief. This record serves as the foundation for all subsequent scheduling and invoicing actions. The operator checks that the contact information is verified before generating any outward-facing documents or booking links.

02

Proposal and Project Setup

Next, the operator creates a new entry in Proposals outlining the specific makeup services, trial dates, and pricing. Once the client approves and e-signs this document, the operator sets up a dedicated project. This project houses all tasks related to the event, such as kit preparation, assistant coordination, and file management for reference images, ensuring every preparation step is visible.

03

Scheduling and Timeline Adjustments

When a wedding booking adds another participant and an earlier start time, the operator opens the scheduling module. The operator adjusts the start time and extends the duration of the appointment block. This ensures that the calendar reflects the extra time needed for the additional client, preventing overbooking and establishing a clear timeline for the event day.

04

Invoice Revision and Task Assignment

Following the schedule change, the operator updates the linked invoices to reflect the additional participant fee and early start fee. The operator then creates specific tasks within the project, such as packing extra lash sets or adjusting the assistant's arrival time. This step allows the operator to cross-reference the invoice totals with the updated project tasks.

05

Client Portal Verification

Finally, the operator uploads the updated timeline file and revised invoice to the client portal. The operator sends a message through conversations instructing the client to log into the portal to review the updated schedule and pay online by card. The client’s reply in conversations confirms the new timeline.

Client operations for makeup artists

  • An operator can modify an existing scheduling entry to reflect an earlier start time and see the calendar block update correctly without overlapping other bookings.
  • The system allows an administrator to add a new line item to an invoice for an additional participant and confirm that the total balance updates accurately within the client records.
  • A human tester can log into the client portal using a test client account and verify that the updated proposal files and adjusted event schedules are visible and readable.
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.
Start free trial Talk to sales

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

Verification and Testing Criteria

How do I handle a sudden change in a wedding party size?

When a wedding booking adds another participant and an earlier start time, you can open the client records and update the project notes. Next, navigate to scheduling to adjust the block, update the invoice to include the extra fee, and use conversations to notify the bride of the changes.

Can Workspace369 track my makeup product inventory levels?

Workspace369 includes inventory tracking, stock adjustments and low-stock alerts from Specialist. Set up your real product units and test allocation and adjustments with sample stock; connect a warehouse or storefront through webhooks and the API.

How do clients share their inspiration photos with me?

Clients can upload reference images directly through the client portal. These images are stored in the files section of their specific project. The operator can then view these files alongside the client records and conversations to ensure every detail is aligned before the makeup application session begins.

Can I manage multiple makeup artists on one calendar?

Yes. The team calendar shows every artist’s assigned events in one view, and two-way Google Calendar sync puts each assignment in the Google calendar that artist picks. The operator assigns tasks and scheduling slots to individual artists within the project and checks the calendar for conflicts before confirming.

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.