Ready to ship

3

Packages awaiting dispatch

Overdue

2

Ship-by date has passed

Missing tracking

1

Add tracking numbers

Awaiting approval

4

Edits sent, waiting on client

Purchase confirmation

2

Clients ready to buy

Try-on feedback

3

Awaiting kept/return status

Today's Appointments

View calendar

10:00

AM

Sofia Marin FR

Virtual · Capsule refresh for winter layers

12:30

PM

Priya Desai VIP

In-person · Birthday dinner outfit + accessories

16:00

PM

Amelia Rhodes VIP US

Virtual · Tailored work edit + quiet luxury

Priority Actions

Add tracking for Amelia's Package #2

Due today · Missing tracking number

Dispatch Noura's Package #1

Ship-by date passed · 2 days overdue

Capture receipts for Amelia's Package #1

Due Dec 13 · 3 receipts pending

Confirm payment for Hannah's Edit

Due today · Awaiting bank transfer

High-Value Follow-ups

View all

NA

Noura Al-Hassan VIP

Last contact: 72 days ago

£24,100

Lifetime

AR

Amelia Rhodes VIP

Last contact: 16 days ago

£18,650

Lifetime

PD

Priya Desai VIP

Last contact: 2 days ago

£15,400

Lifetime

December 2025

5

Sessions

£4,890

Revenue

£282

Shipping

6

Packages

International Pipeline

In transit

1

Delivered this month

1

Avg shipping cost

£47

Active countries: US, UAE, FR, NG

Dormant VIPs

View all

HO

Hannah Okoye

119 days ago

ZC

Zara Campbell

164 days ago

Upcoming Celebrations

PD

Priya Desai

Birthday · Dec 13 (Tomorrow)

AR

Amelia Rhodes

Birthday · Jan 19

All Clients VIP International Dormant

AR

Amelia Rhodes VIP US

Last session: 5 days ago

Preferences saved 12 sessions I ship items

£18,650

Lifetime

12

Sessions

8

Packages

Style & Fit Notes

UK 8 · Minimalist · Loves neutrals & wide-leg trousers

Next Booking

Dec 14, 2pm

Milestone

Birthday in 8 days

Current Lookbook

Spring capsule edit

Fulfilment Mode

How do you handle purchases for this client?

Overview Details Sizes & Fit Style DNA Lifestyle & Events Milestones & Gifting History Notes & Media Tasks Activity Shipping

Style Summary

Quiet luxury, neutrals, tailoring, elevated basics. Prefers slightly oversized blazers; sensitive to wool itch. Loves The Row, Totême, COS, Vince.

Quick Notes

Has partner Daniel. Gift ideas: luxury candles, cashmere scarves, minimalist gold jewellery. Budget range: £250–£800 for gifts.

Quick Actions

Create Edit

New Lookbook

Book Session

Contact Information

Email

amelia.rhodes@email.com

Phone

+1 212 555 0199

Prefers WhatsApp

Client Basics

Birthday

January 19

Timezone

EST (New York)

City

New York, USA

Client Since

March 2023

VIP Tier

VIP · £18,650 lifetime

Budget Rules

Typical Spend Range

£800 – £3,000 per edit

Splurge Categories

Outerwear, investment bags, cashmere

Save Categories

Basics, T-shirts, everyday pieces

Buying Preferences

Loves

Avoids

Logo Tolerance

None - strictly no visible branding

Service Mode

This client receives shipped packages

Enable shipping tracking and fulfilment features

This client is international

Show customs and duties fields

Notes Timeline

Dec 12, 2025

Session notes

Discussed work capsule. Wants more structured blazers.

Nov 26, 2025

Holiday party edit

Loved the Totême blazer. Returned COS trousers (too long).

Oct 15, 2025

Fall refresh

Updated size notes - now prefers S in most brands.

Mar 8, 2023

First consultation

Initial style assessment. Quiet luxury direction confirmed.

Measurements

Top

S / UK 8

Bottom

26 / UK 8

Dress

UK 8 / US 4

Shoe

EU 38 / UK 5

Bust

86cm / 34"

Waist

68cm / 27"

Hips

94cm / 37"

Inseam

76cm / 30"

Fit Notes

Prefers slightly oversized blazers; sensitive to wool itch. Likes high-waisted trousers. Between sizes in Zara - go up.

Brand Fit Notes

Brand	Top	Bottom	Notes
The Row	XS	24	Runs large
Totême	34	34	True to size
COS	S	36	Slightly oversized
Zara	M	38	Size up one
Reiss	8	8	UK sizing, true

Style Keywords

Colour Palette

Neutrals only. No bright colours or pastels.

Avoid List

Favourite Brands

Uniform Formula

Work: Wide-leg tailored trousers + cashmere crew neck + structured blazer + minimal loafers
Weekend: Relaxed straight-leg jeans + oversized knit + trainers or flat mules
Evening: Silk midi dress or tailored jumpsuit + gold hoops + pointed heels

Location & Climate

City

New York, USA

Climate Notes

Four seasons. Needs pieces for NYC winters and humid summers. Travels to London 2-3x/year.

Work & Lifestyle

Occupation

Creative Director at design agency

Dress Code

Smart casual daily, polished for client meetings

Upcoming Events

Partner's Work Gala

Jan 15 · Black tie

Needs outfit

Board Presentation

Feb 8 · Power dressing

Noted

Friend's Wedding in Tuscany

May 22 · Outdoor, elegant

Noted

Key Dates

Birthday

January 19

Anniversary

June 3

Partner Name

Daniel (works in finance)

Partner Reminder

Allow partner to contact me for gift ideas

Gift Preferences

Loves

Budget Range

£250 – £800

Gift Ideas / Wishlist

Timeline

Dec 12, 2025

Work Capsule Edit

Virtual session · 5 items · Active

Nov 26, 2025

Holiday Party Edit

In-person · 4 items · Completed · £1,240

Oct 15, 2025

Fall Refresh Lookbook

8 items sent · 5 approved

Sep 8, 2025

Work Wardrobe Audit

Virtual session · Capsule planning

Jul 20, 2025

Summer Essentials Edit

Virtual · 6 items · Completed · £890

Notes

Media & Inspiration

Tasks

Source blazer options from The Row

For work capsule edit

Overdue: Dec 10

Send lookbook for Jan gala outfit

Black tie event

Due: Dec 20

Follow up on holiday party outfit

Confirmed purchase

Done

Birthday gift reminder for Daniel

Partner's input requested

Due: Jan 12

Communication History

Timeline of WhatsApp messages and interactions with this client.

Shipping Addresses

Home Default

Amelia Rhodes
125 W 23rd St, Apt 12B
New York, NY 10011
United States
+1 212 555 0199

Office

Amelia Rhodes
450 Park Avenue, Floor 12
New York, NY 10022
United States

International Shipping Details

Country

United States

Currency

USD ($)

Preferred Courier

DHL Express

Customs Notes

Duties Paid By

Client handles import duties (DDP not required)

Shipping Preferences

Preferred Speed

Express (2-3 days)

Ship-by Preference

Always ship by requested date

Signature Required

Insurance Preferred

Always insure packages over £500

Proof of Shipment

AllTodayUpcomingPast

Client	Date	Type	Focus	Status
SM Sofia Marin France	Dec 12	Virtual	Winter layers capsule	Today
PD Priya Desai London	Dec 12	In-person	Birthday dinner outfit	Today
AR Amelia Rhodes New York	Dec 12	Virtual	Work capsule + quiet luxury	Today
NA Noura Al-Hassan Dubai	Nov 28	Virtual	Event season pieces	Completed

ActiveDraftCompleted

Edit	Client	Items	Packages	Fulfilment	Status

All Ready Overdue Shipped Delivered

Package	Client	Edit	Destination	Courier	Ship-by	Status	Tracking	Cost

Shipping Checklist

Confirm shipping address

Add customs notes

Photograph items

Print shipping label

Dispatch package

Add tracking number

Confirm delivery

Work Capsule

AR

Amelia Rhodes

VIP US Active

Items 5 Approvals Packages 2 Notes Payments

Client Responses

The Row Blazer

Approved Dec 10

Approved

Totême Trousers

Approved Dec 10

Approved

COS Sweater

Sent Dec 11

Awaiting

Vince Dress

Approved Dec 8

Approved

Arket Loafers

Approved Dec 8

Approved

Activity

Edit Notes

Payment Summary

Items Total

£3,260

Shipping

£97

Styling Fee

£150

Total

£3,507

Payments Received

Deposit

Bank transfer · Dec 8

£500

Items Payment

Bank transfer · Dec 11

£2,760

Balance Due: £247

AllSentDraft

Spring Capsule

Amelia Rhodes · 8 items · Sent Dec 10

3 Loved2 Maybe1 Pass

Event Season Picks

Noura Al-Hassan · 12 items · Sent Dec 8

5 Loved4 Maybe3 Pass

Birthday Edit

Priya Desai · 6 items

Draft

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Today's Appointments

Priority Actions

High-Value Follow-ups

December 2025

International Pipeline

Dormant VIPs

Upcoming Celebrations

Amelia Rhodes VIP US

Fulfilment Mode

Style Summary

Quick Notes

Quick Actions

Contact Information

Client Basics

Budget Rules

Buying Preferences

Service Mode

Notes Timeline

Measurements

Brand Fit Notes

Style Keywords

Colour Palette

Avoid List

Favourite Brands

Uniform Formula

Location & Climate

Work & Lifestyle

Upcoming Events

Key Dates

Gift Preferences

Gift Ideas / Wishlist

Timeline

Notes

Media & Inspiration

Tasks

Communication History

Shipping Addresses

International Shipping Details

Shipping Preferences

Shipping Checklist

Work Capsule

Client Responses

Activity

Edit Notes

Payment Summary

Payments Received

Spring Capsule

Event Season Picks

Birthday Edit

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