Clients

The section has a convenient filter for detailed analysis and customer search. By adding a new one or editing an existing client in the database, you can assign it to a certain category. You also create a category at your own discretion. You can also sort the customer list.

Customer card creation

When adding a new customer, you must fill in all the fields. You can assign personal discounts and assign them to a specific category (For example: VIP, permanent, etc.).

Customer base import

You can easily import your entire customer base from other systems or applications.
You need to follow a simple rule - the correct order of columns in the excel file.

Visit history

The client's visit history is very important information for working with clients in general and marketing campaigns in particular.
You can see how many times and when the client came to you, which master visits most often and how much he paid for the services.

Files

There is a case when a client throws you before / after photos, his medical card or examples of what result he wants to see. You can assign all this to specific clients, so that every time you do not search in the general database of documents / photos.
You can pin any file format.

Notes

You can write comments or notes about the client. For example, if he is allergic to certain materials. It happens that some master works only with this material. Confusion can be prevented ahead of time with customer notes.

Purchases

In this tab, you can track the purchase history of this customer. All data is reflected in reports in the appropriate section. Especially handy when running marketing campaigns.

Client balance

The client's balance can be either positive (when you owe the client: if there was no change) or negative (when the client owes you). If the balance is negative, enter - (minus) and the amount (in numbers). This feature is just a reminder for the receptionist. It does not affect the report or the system.

Email newsletter

You can send customers e-mail newsletters about promotions, news and much more.

SMS mailing

Also available is an SMS messaging function for notification of an appointment, promotion, etc.