Client Management
A real-world commercial relationship model — one client record, every role, with approvals and full history in one connected system.
Most booking platforms track transactions. Axiom models the relationships behind them — so your commercial reality is reflected in your system, not worked around it.
A proper relationship hierarchy — not flat customer records
Model the way your clients actually work. One client record, multiple roles — customer, employee, or session provider — with each relationship tracked independently.
- One Client Record, Every Role
Every person or business in Axiom is a Client. The same record can be a customer, an employee, or a session provider — each with its own settings, billing terms, and history.
- Linked Relationships
Link a client to the other clients it brings with it — as a primary contact or as an employee — so a company and the people under it are managed natively, with no external CRM required.
- Billing Relationships
In Space bookings, the client is invoiced directly. In Session bookings, a client can be the provider delivering the session, the attendee receiving it, or both roles on the same booking — the billing relationship is always explicit, never assumed.
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 in one click — with automated notifications keeping everyone informed.
- 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.
The full story of every client — right where you need it
Notes and history live with the relationship, not buried in admin fields or disconnected logs. Every interaction builds a permanent, searchable record.
- Client Notes
Add contextual notes to any client — special requirements, communication history, credit terms, agreed arrangements. Visible to the right people, when they need it.
- Tenant-Wide Audit Log
Key system actions are logged with user, timestamp, and IP address, and reviewable centrally by admins — a record for compliance, reconciliation, and dispute resolution.
- 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.
Reach clients instantly — no separate texting app required
Send SMS straight from a client record or booking — reminders, confirmations, and last-minute changes land directly on their phone, 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 — no need to leave Axiom.
- Fewer No-Shows
A quick reminder ahead of a session cuts down missed bookings without your team manually chasing people by phone.
- Pay-As-You-Go, No Surprise Subscription Bump
SMS is billed per message on top of your plan, not bundled into your subscription tier — you only pay for what you send.
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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