Knowledge Base

Every question. Directly answered.

An in-depth reference for operators evaluating Clee. Organised by category, so you can jump to the section you need or read it end to end.

Onboarding & Migration

What is Clee?

Clee is a booking and business operating system for service businesses — salons, spas, skin clinics, and more. It handles online booking, payments, client records, marketing, staff roles, and revenue tools in one platform.

Who is Clee built for?

Owner-operators and teams who run appointment-based businesses. Whether you are solo, multi-chair, or multi-location, Clee scales from your first booking to a full team without changing systems.

Do I need to be tech-savvy to use it?

No. Clee is designed for operators, not developers. Setup is guided, booking rules are plain-language, and support is available when you need a hand.

How long does setup take?

Most businesses are live within a day. Import your services, set your hours and rules, connect payments, and you are ready to take bookings.

Example

A three-chair salon typically completes setup in under two hours — services, staff, deposit rules, and a booking link ready to share.

Can I bring my existing clients and bookings across?

Yes. We help you migrate client lists, visit history, and upcoming appointments from your current platform so you do not start from zero.

Can I try Clee before I commit?

Yes. Start a free trial with full platform access — no credit card required. Run real bookings, test automations, and decide on your own timeline.

Pricing & Billing

Do you charge per staff member?

No. Clee does not charge per seat. Add staff as you grow — pricing scales with your plan tier, not headcount.

What is the difference between the plans?

Every plan includes the full platform. Higher tiers unlock more locations, advanced marketing, deeper reporting, and priority support — not stripped-down basics on lower plans.

Can I change plans later?

Yes. Upgrade or downgrade at any time. Changes apply immediately with fair, pro-rated billing.

Am I locked into a contract?

No long-term lock-in. Clee runs on flexible monthly billing so you stay because it works, not because you are tied in.

Bookings & Calendar

How does online booking work?

Clients book through your branded page or embedded widget. They see real-time availability, choose a service and staff member, and confirm — with deposits or full payment if you require them.

Example

A client selects a 60-minute facial, picks Tuesday at 2pm, pays a 30% deposit, and receives instant confirmation plus a calendar invite.

Can clients book outside business hours?

Yes. Online booking runs 24/7. Clients book when it suits them; your calendar updates automatically without manual back-and-forth.

Can I set my own booking rules?

Fully. Set lead times, buffer gaps, cancellation windows, deposit requirements, and service-specific rules — all enforced automatically at booking.

How does Clee reduce no-shows?

Deposits, automated reminders, cancellation policy enforcement, and waitlist backfill work together so empty chairs get filled and committed clients show up.

Example

A client who cancels inside your 24-hour window forfeits their deposit. The slot is offered to your waitlist automatically.

Can I require deposits?

Yes. Set deposits by service, client type, or behaviour history. Take a percentage or fixed amount — collected at booking, not chased later.

What notifications does Clee send?

Confirmations, reminders, reschedule alerts, waitlist offers, and marketing messages — all on timelines you control, via email and SMS.

Cancellations & Behaviour

What happens when a client wants to cancel or reschedule?

Your policy runs automatically. Clients inside the cancellation window see fees or deposit forfeiture; outside the window they can reschedule freely based on your rules.

Example

With a 48-hour policy, a Friday cancellation for a Monday appointment triggers the fee. A Wednesday cancellation for Monday does not.

Can clients reschedule themselves?

Yes, when you allow it. Clients reschedule through their portal within your rules — no phone tag, no admin time wasted.

Can I block a client?

Yes. Block clients who repeatedly no-show or breach policies. They cannot book again until you remove the block.

Payments & Deposits

Who processes the payments?

Payments are processed through secure, industry-standard payment partners. Clee never stores raw card details — funds flow directly to your connected account.

Can I take both deposits and full payments?

Yes. Require deposits at booking, collect the balance at checkout, or take full payment upfront — per service or per client.

Example

A colour service might take a 50% deposit online and charge the remainder at the chair via in-person checkout.

Does Clee handle in-person payments and checkout?

Yes. Staff can complete checkout at the chair, apply tips, add retail, and close the visit — all tied to the booking record.

Example

After a cut and blow-dry, staff adds a retail product, applies a loyalty discount, and charges the card on file in one checkout flow.

Can staff apply discounts and see invoice totals?

Yes. Role-based permissions control who can discount. Every staff member sees clear invoice totals before confirming payment.

Can clients hold credit on file?

Yes. Store client credit from refunds, packages, or promotions — applied automatically at checkout or booking.

Example

A client receives £40 credit after a cancelled appointment. Their next booking applies it before charging the card.

Packages & Plans

Can clients prebuy packages online?

Yes. Sell session bundles clients purchase upfront — visits deduct automatically as they book.

Example

A six-session laser package: client buys online, books session one, and Clee tracks five remaining sessions on their profile.

What are personalised client plans?

Custom treatment plans tied to individual clients — scheduled visits, home-care steps, and follow-ups that run on autopilot.

Example

A skin clinic builds a 12-week plan: week 4 peel, week 8 review, week 12 maintenance — reminders and bookings fire automatically.

Waitlist & Last-Minute

How does the waitlist work?

Clients join a waitlist for fully booked slots or services. When a cancellation opens a spot, waitlisted clients are notified in priority order.

Example

Saturday 10am fills up. Three clients waitlist. A cancellation at 9pm Friday — the first waitlisted client gets an SMS and can claim the slot in one tap.

How does Clee fill last-minute cancellations?

Automatically. Open slots broadcast to waitlisted clients and your broader client base — filled without manual outreach.

Example

A stylist calls in sick. Clee offers the freed slots to waitlisted clients and sends a last-minute offer to nearby regulars. Two of four slots fill within the hour.

Marketplace

What is the Clee Marketplace?

A discovery channel where new clients find your business. You control which slots appear, what offers run, and how you are presented — without racing to the bottom on price.

What kinds of offers can I put on a Marketplace slot?

You choose the offer type for each slot:
  • Introductory pricing for first-time clients
  • Off-peak or last-minute availability
  • Bundle or package introductions
  • Seasonal or service-specific promotions

Can offers change based on how full my calendar is?

Yes. Tie Marketplace visibility and offers to occupancy — quieter weeks surface more aggressively; busy weeks stay protected.

Example

Tuesday afternoons are consistently quiet. Clee surfaces those slots on Marketplace with a new-client offer until occupancy improves.

Do I control which services appear on Marketplace?

Fully. Choose services, staff, time windows, and offer types. Nothing goes live without your rules.

Example

Only junior stylists' off-peak colour slots appear on Marketplace — senior stylists and peak hours stay off the channel.

Clients & Records

What client information does Clee store?

Full visit history, notes, forms, photos, preferences, packages, and payment records — everything in one profile your team can access based on role.

Can I add consultation forms and waivers?

Yes. Digital forms sent before appointments, signed on arrival, or completed online — stored against the client record automatically.

Example

A new injectables client completes a medical history form online. It is on their profile before they walk in.

Can staff leave visit notes?

Yes. Structured notes per visit — formulas, treatments performed, retail recommended — visible to authorised team members only.

Can I segment clients for marketing?

Yes. Filter by visit frequency, spend, service type, or lapse — then target campaigns to the right group automatically.

Example

Clients who have not visited in 90 days receive a re-engagement campaign with a booking link — no spreadsheet exports required.

Marketing & Retention

Does Clee include marketing tools?

Yes. Pre-built campaigns for your industry, automated retention flows, and tools to fill gaps — without hiring an agency.

What campaigns run automatically?

Birthday offers, re-engagement for lapsed clients, review requests, and post-visit follow-ups — all on schedules you set.

Example

Seven days after a facial, clients receive a home-care tip and a link to rebook their next visit.

Can I send my own campaigns?

Yes. Build custom email and SMS campaigns, target segments, and track opens, clicks, and bookings driven.

Does Clee help recover abandoned bookings?

Yes. Clients who start but do not finish booking receive automated follow-up to complete the reservation.

Example

A client selects a massage, enters details, then leaves. An hour later they receive a reminder with their slot held for 30 minutes.

Staff & Roles

What roles and permissions can I set?

Granular role-based access: restrict financial data, client records, discounts, and settings per staff member or role.

Example

Front desk can book and checkout but cannot see revenue reports. Managers see everything except billing settings.

Can staff manage their own calendars?

Yes. Each staff member has their own schedule, services, and availability — with oversight from owners and managers.

Can I track individual staff performance?

Yes. Revenue, rebooking rates, retail attachment, and utilisation per team member — updated in real time.

Example

See which stylist drives the highest retail per visit and who has the strongest rebooking rate month over month.

Does Clee work for multi-location teams?

Yes. Manage multiple sites, assign staff to locations, and view consolidated or per-site reporting from one account.

Why Clee Is Different

Most booking software stops at the calendar. Clee is built as an operating system for service businesses — rules, revenue, retention, and growth run together, not as add-ons.

A rules engine, not just a calendar

Deposits, cancellations, waitlists, and booking logic enforce themselves. You set the rules once; Clee runs them on every booking.

Abandoned booking recovery for services

Clients who drop off mid-booking get nudged back automatically — recovered revenue without manual follow-up.

Automatic last-minute filling, end to end

Cancellations trigger waitlist offers and client broadcasts. Empty chairs get filled without you picking up the phone.

A Marketplace that wins clients without cheapening you

Acquire new clients on your terms — controlled offers, chosen slots, your branding. Growth without a race to the bottom.

Client safety built in on every plan

Forms, waivers, visit notes, and role-based access are standard — not locked behind enterprise tiers.

Personalised client plans that run themselves

Treatment journeys schedule, remind, and rebook automatically — structured care without spreadsheet tracking.

Prebuy packages online with structure

Session bundles sold upfront, visits tracked automatically. No manual punch cards or honour-system accounting.

Notifications on your timelines

Confirmations, reminders, and campaigns fire when you define — not on a generic schedule that ignores your business.

Industry-specific marketing, pre-done

Campaigns written for salons, spas, and clinics — ready to run, not blank templates you have to figure out.

A website, hosted and done for you

Your branded booking site is included — services, team, and availability live without a separate web build.

Fair commercials

No per-seat pricing, no hidden fees, no lock-in. You scale the business; Clee scales with you fairly.

Data & Support

Do I own my data, and can I leave?

Yes. You get full data export with no lock-in. Your client list and history are yours to take.

What support do I get?

Support is available by email, through your account manager, via onsite chat, and through ticket support — reach us the way that suits the moment.

Can you help me move from another platform?

Yes. We can help you move from any platform, including bringing your clients and history across.

Still deciding?

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