Know who's in front of you. Without digging for information first.

Contact details, notes, appointments, subscriptions and invoices all belong to the same customer. With member profiles in keinaufwand, everything you need for the next conversation is in one place.

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From first contact to member

One profile for the entire customer relationship.

A first appointment is often followed by more bookings, a subscription or an invoice. You don't need to start a new list for any of it: all this information comes together in the customer profile. That's especially helpful when several people on your team look after the same customers.

Contact & notes

The important details stay with the customer.

Enter contact details and use the notes field to record what your team should know when looking after this customer. In the example, Mia attends the Tuesday class and is interested in an additional workshop.

Contact details at hand: Name and email address are right in the profile. Add a phone number and a separate billing address if needed, so questions and invoices reach the right person.
Keep notes and attachments together: A short note helps with the next contact. Store supporting documents directly with the customer instead of hunting for them in individual staff members' personal folders.

Appointments & access

From the profile straight to the next step.

Open the profile when you want to check a booking, add a subscription or manage access to the customer portal. Each section takes you to the corresponding detail view.

See how everything connects: Subscriptions, invoices and upcoming appointments are linked to the customer. That way, you can go straight from a conversation to the right booking or invoice.
Keep your customer list tidy: Search and filters help you find people. Archive entries you no longer need day to day, and bring them back up anytime from the archive view.

Keep customer data together instead of searching for it
Before	With keinaufwand
Searching separate lists for contact details and notes.	Using the customer profile as a shared starting point.
Pulling together subscriptions and appointments before answering a question.	Jumping to the related bookings and invoices.
Information stays with one person on the team.	Recording relevant notes on the customer.

Questions about “Member profiles”

Can I bring over my existing customers?

Yes. You can import your customer list via CSV. The import page explains the template, file format and how existing email addresses are handled.

Can I add a different billing address?

Yes. Contact details and billing address can be managed separately. You can also add a different email address for invoices.

We need to track additional details for our members.

Email us at kontakt@keinaufwand.com and tell us what information you want to capture and how you'd like to work with it. Together we'll check whether notes, attachments or a suitable addition cover your workflow.