The Shaker platform
Clients & families
Keep client details in one place, from profiles and family relationships to the forms and contracts that accompany your services.
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4 tools inside
Everything in clients & families.
Client CRM
A complete CRM that stores profiles, bookings, payments, and activity, helping you track clients, personalize communication, and manage every relationship with clarity.
Contracts
Send contracts for e-signature quickly via a link or on the app.
Families
Manage families with linked parent, child or guardian accounts.
Forms
Create custom fields and forms to collect the exact client info you need, from registration details to contracts, checkups, and profile data stored securely.
In practice
Built around a connected working day.
A familiar profile gives you the context you need when someone returns to book another activity.
At a glance
- Client profiles and history
- Family management
- Forms and contracts
