Client Management

Build rich client profiles, track bookings and payments, record notes and safeguarding flags, and keep documents and consents together. Everything your team needs to serve clients quickly and confidently.

Navaro Client Management

Rich Profiles

Store names, contact details, emergency contacts, billing preferences, and more. See a full timeline of activity at a glance.

Internal Notes

Private staff notes with visibility controls so critical information, preferences, or safeguarding flags are never missed.

Bookings History

Instant view of upcoming and past bookings details — without leaving the client profile.

Quotes & Invoices

Create and track quotes and invoices directly linked to the client. Monitor payment statuses and billing history in one place.

Contact Management

Add multiple contacts per client (e.g., finance, admin), appoint primary contacts, and track job titles and details.

Smart Search & Filters

Find clients by name, email, or company. Filter by client type to organize your database.

CSV Data Export

Export your client database with applied filters to a clean CSV format instantly for external reporting, analysis, or email campaigns.

Client Flag Alerts

Flag clients with custom severity levels (Low, Medium, High) and clear reasons to instantly warn team members of payment issues, safeguarding notices, or other critical guidelines.

GDPR Data Retention

Configure custom data retention policies to automatically and permanently force-delete soft-deleted client profiles, notes, bookings, and histories after a set timeframe (e.g., 30 to 365 days).

Ready to get started?

Join community centres, halls, and venue managers already simplifying their space bookings with Navaro.