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SERUM
Pipeline
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Active
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New Clients
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Follow Up
⚙ Settings
+ Add Prospect
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Active Pipeline
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Name *
Phone
Email
✉ Email them
Interested in
Stage *
Contact channels
How they found you
🔍 Google
🗣️ Word of Mouth
📸 Instagram
📘 Facebook
🌐 Website
🪟 Shop Window
📰 Advert (Physical)
💻 Advert (Online)
📧 Email
📇 Online Directory
🎵 TikTok
💼 LinkedIn
🔗 Other
Currently talking on
📸 Instagram DM
📧 Email
📨 Messenger
💬 WhatsApp
📱 SMS
📞 Phone
🔗 Other
Follow-up date
Notes history
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Notes
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Remove from pipeline
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Previous notes
New note
Follow-up date
(auto-set to 2 days — change if needed)
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✕
Settings
Your name, business name, pipeline stages and treatment list.
Your name
Business name
Save name
Pipeline stages — turn off, rename or re-icon (you can't add new ones)
Exit stages
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Your treatments / programmes
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