First, get Kerstara for iPhone
Open Kerstara Client Studio on the App Store and install the app. Open it, sign in using an available sign-in option, and follow the setup prompts. Core client-management features are free; optional Plus+ and Pro subscriptions are purchased in the app.
1. Set up a clear client profile
Open Clients and choose + Add. Begin with the client’s name and the contact details you need for your work. Add a short note describing the service relationship and a follow-up date when there is a specific next step. Save the profile, then open it again to confirm the details.
Tags and interests help you find related records. Use consistent tags such as “new inquiry” or “monthly visit” instead of a different spelling for every client. Preferred times and communication style can capture practical details that would otherwise be scattered across messages. Keep notes relevant to the service you provide.
2. Put the next appointment in Schedule
Open Schedule and choose + New. Enter the client name, service, start time, duration and relevant appointment notes. When the client name matches a saved profile, the appointment can be linked to that client. Check the spelling and time before saving.
Tap an existing appointment to inspect or edit it. Status helps distinguish scheduled, confirmed, pending and canceled work. A saved appointment is an organizational record; do not assume it has sent a client message or delivered an external reminder. Confirm your communication separately.
3. Make the next step specific
“Ask whether the proposed Tuesday time works” is easier to act on than “follow up soon.” Put a date in the client profile and keep the supporting note brief.
For example, a fictional client named Morgan asks about a monthly appointment. Save Tuesday afternoons as the preferred time, add a follow-up date and record whether the booking is confirmed. Revisit the profile before your next conversation so you can continue from the last agreed step.
4. Review assisted drafts before using them
Kerstara Assist helps prepare wording from relevant business information and selected context. Choose only what is needed for the task. Read the whole response, correct names and dates, and check that it reflects your actual services and policies.
You decide what to send and through which channel. Advanced client-aware AI is part of Pro; current access and purchase terms appear inside the app. See the AI communication guide for the review workflow.
5. Check your plan and finish the routine
Free provides the core client workspace with advertising in eligible areas. Plus+ adds an ad-free experience and premium workflow tools. Pro includes Plus+ and advanced AI. The app and Apple confirmation sheet show current products, prices and eligible trial terms.
If purchased access is missing, confirm the Apple Account used for the purchase and use the available restore-purchases option. Manage subscriptions in Apple Settings. Contact support if access still does not match.
- Open the saved client and check contact details.
- Review the next appointment’s date, duration and status.
- Give active follow-ups a clear action.
- Review every draft before sending.