CRM for makeup artists
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. 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, 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
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.
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.
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. From Specialist, 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.
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.
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 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.
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.
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.
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.
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.
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.
Get started
FAQ
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.
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.
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.
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.
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.
