Pipeline
← All featuresEvery client, one board.
A booking is not one moment. It is a path: inquiry, deposit, session, healed. Patron puts that whole path on one board, so you always know where every client stands without scrolling back through a month of messages.
From first message to healed tattoo
Each client moves through clear stages, from a new inquiry to a booked session to aftercare. You can see at a glance who is waiting on a deposit, who is booked for next week, and who still needs a reply.
Approve before anything advances
Nothing jumps ahead on its own. You move a client forward when you are ready, so the board reflects what is actually happening rather than what a system assumed.
Tag and find without digging
Label clients the way you think about them and filter the board to what you need. The thing you are looking for is on the board, not twelve messages up a chat thread.
The right view for the right person
A resident sees their own clients. A manager sees the whole shop and can filter by artist. The board shows each person what they should, with no extra setup.
Straight answers
Common questions.
What is the pipeline?
It is one board that tracks every client through the stages of a booking, from first inquiry to a healed tattoo, so you always know where each one stands.
Does anything move on its own?
No. You advance a client when you are ready. The board reflects real decisions, so a stage never changes without you.
Can I organize clients my own way?
Yes. Tag clients however you think about them and filter the board to what you need, so you are not using a DM thread as a filing cabinet.
How does it work with a team?
Each person sees the right slice. A resident sees their own clients, and a manager sees the whole shop with a per-artist filter. Access is scoped automatically.