Every client's story in one place
OfferingTree's built-in CRM tracks attendance, purchases, communication history, and custom client data, all in one profile. So you can show up for your clients the way you've always wanted to, without spending your evenings in spreadsheets.
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Build relationships with every client as your studio grows
One profile for everything
Each client has a single profile that tracks attendance, payments, purchases, memberships, notes, waivers, forms, and communication history in one filterable timeline. No more checking three different places to understand where someone stands.
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Smart segments that trigger action
Create custom client segments based on behavior, like “hasn't booked in 30 days” or “purchased an intro offer but never converted.” Automatically trigger personalized emails or texts when someone enters a segment, so the right message reaches the right person at the right time.
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Staff alerts at check-in
Roster badges flag what your staff needs to know before a client even walks through the door: first visit, upcoming milestone, unsigned waiver, outstanding payment. No one gets missed, and no one feels unnoticed.
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Custom data you actually own
Collect intake forms, waivers, and custom fields right in the booking flow. Add notes, tags, and personal details so your communications feel personal, because they're based on real information, not guesswork.
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Studio owners who know their clients as well as they know their classes
Our customers are the real heroes of OfferingTree
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Make smarter decisions with real client data
Roster & check-in
See who's signed up for every class, appointment, and event, with badges that flag milestones, missing waivers, and first-timers before they walk in.
Roster & check-in
See who's signed up for every class, appointment, and event, with badges that flag milestones, missing waivers, and first-timers before they walk in.
Client timeline
Emails, texts, registrations, payments, purchases, form fills, and notes all show up in a single client timeline so you always know what was going on and when with your clients.
Client timeline
Emails, texts, registrations, payments, purchases, form fills, and notes all show up in a single client timeline so you always know what was going on and when with your clients.
Waiver & form management
Collect waivers and intake forms automatically during booking, with a clear audit trail of who has signed what.
Waiver & form management
Collect waivers and intake forms automatically during booking, with a clear audit trail of who has signed what.
Client notes and tags
Add personal notes and searchable tags to any client profile so your team can pick up the conversation right where it left off.
Client notes and tags
Add personal notes and searchable tags to any client profile so your team can pick up the conversation right where it left off.
At-risk client reports
See which members are showing signs of dropping off before they actually do, so you can reach out while there's still time.
At-risk client reports
See which members are showing signs of dropping off before they actually do, so you can reach out while there's still time.
Custom fields
Collect the specific information your business needs, from health history to goals to referral source, and use it to personalize every touchpoint.
Custom fields
Collect the specific information your business needs, from health history to goals to referral source, and use it to personalize every touchpoint.
See how it works for your type of studio
Questions we hear a lot
What information does OfferingTree track for each client?
Can I collect intake forms and waivers through OfferingTree?
How do custom client segments work?
Can my front desk staff see client notes and flags during check-in?
What happens to all my client data if I switch from another platform?
Is my client data secure?
See your client's journey in an easy, all-in-one platform
Start a free trial and see how OfferingTree's client management tools fit into the way you already work. Cancel anytime, and our support team is here from day one.
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