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Relationship Management

Client management that models real relationships

A real-world commercial relationship model - one client record, every role, with approvals and full history in one connected system.

Axiom client management view showing client relationships and billing roles

Most booking platforms track transactions. Axiom models the relationships behind them - so your commercial reality is reflected in your system, not worked around it.

Client Relationships

A proper relationship hierarchy, not flat customer records

Model the way your clients actually work. One client record covers every role (customer, employee, session provider) and tracks each relationship independently.

  • One Client Record, Every Role

    Everyone in Axiom except your own staff logins is a Client. The same record can be a customer, an employee or a session provider, each with its own contacts, balance and booking history.

  • Linked Relationships

    Link a client to the people and companies that genuinely belong to it, marking a primary contact or an employee. That roster then scopes the attendee picker, so staff can't put a stranger on somebody else's booking.

  • Billing Relationships

    In Space bookings the booking's own client is invoiced, and attendees are never billed. Session bookings work the other way round: every attendee is invoiced individually, and the provider delivering the session is never the one billed. The billing relationship is always explicit.

Approvals & Workflow

Governance built into the booking flow, not bolted on

Control what happens before a booking progresses. Turn on Approvals in the main settings, then decide exactly which booking type needs a review step.

  • Booking Approvals

    Require approval before a customer booking is confirmed. Review, approve or decline from the queue, and the client is emailed when their request arrives and again when it is approved or declined.

  • Approval by Booking Type

    Switch on Approvals in the main settings, then require sign-off only where it matters: a private event booking can wait for review while a routine table booking goes straight through.

  • Pending Approval Queue

    A clear, actionable queue of bookings awaiting decision. Nothing falls through the cracks; every pending item is visible, traceable, and time-stamped.

Pending approvals queue showing bookings awaiting review and approval
Notes & Activity History

The full story of every client, right where you need it

Notes live with the client record rather than buried in admin fields, and key system actions are logged centrally for admins to review.

  • Client Notes

    Add contextual notes to any client, covering special requirements, communication history, credit terms, and agreed arrangements. They sit on the client's record where your team will find them.

  • Tenant-Wide Audit Log

    Key system actions are recorded with a timestamp and reviewed centrally by admins in Settings. That's your record for compliance and reconciliation.

  • Operational Context at a Glance

    Your front desk and finance team see the same client, with the same history. No more siloed knowledge or "who told them that?" moments.

Client notes panel showing contextual notes and activity history on a client record
Client Communication

Reach clients instantly, with no separate texting app required

Send SMS straight from a client record or booking. A reminder, a confirmation or a last-minute change goes out the moment you send it, with no extra software to juggle.

  • Send From Anywhere in the System

    Message a single client from their record, or send from a booking to confirm a change, without ever leaving Axiom.

  • Fewer No-Shows

    A quick reminder ahead of a session cuts down missed bookings, and it takes one send rather than a round of phone calls.

  • Prepaid Credit, Not a Bigger Subscription

    SMS runs on prepaid credit rather than your subscription tier. Cost is worked out by message length, so a longer text uses more credit, and you only pay for what you actually send.

Why It Matters

Most booking systems manage transactions.
Axiom models relationships.

The gap between those two things is where operational problems live - manual workarounds, broken billing, lost context, and approvals that happen outside the system.

Real commercial hierarchy

Clients, tenants, and linked relationships are first-class entities, not hacks on top of a user table.

Unified across scheduling & billing

The client record connects to bookings, invoices, payments, and approvals. Everything in one place, nothing duplicated.

Audit-ready by default

Every action is logged. Every approval is traceable. Every note is timestamped. Compliance and accountability built into the platform architecture.

Give your team a real system of record for every client

Clients, relationships, approvals, and history: connected to your bookings and billing from day one.

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