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Customer Management - Client files

Each customer values a personalized approach highly. In some fields, it is a fundamental part of the work. Reservation.Studio has an embedded CRM system and numerous customer management features designed to streamline and organize your work with the vast amount of information about your clients that you handle daily. Reservation.Studio offers detailed information on past and upcoming appointments, complete client profiles, payment methods, notes, forms, product sales, and much more.

All your appointments collected in a convenient and innovative calendar, where you can make easy and quick adjustments.

With Reservation.Studio, you save a tremendous amount of time organizing your employees’ work schedules. You receive an automated tool for booking, rescheduling, and canceling reservations, sending reminders, setting work hours, planning vacations, and blocking break times.

With just a few clicks, you can create the work schedule for all employees at your facility and ensure smooth operation of your calendar.

General information

Store all essential information about your clients in one place, including their date of birth, address, gender, source and acquisition date, and other details. Record your recommendations from other clients and track your progress.
Easily review summarized information about your client, such as their number of visits, revenue generated, any no-shows, and feedback they’ve provided about your services. With this data, you’ll be able to easily and quickly create email or SMS campaigns for birthday greetings, name-day wishes, or targeted campaigns based on specific criteria.

Take notes / Keep notes

You can jot down everything important about the client or your meeting and easily retrieve it later. Add images, photos, screenshots, and document the most important details. Additionally, you could mark notes as “important” to alert you to crucial information while searching for a client or scheduling their appointment. These data will help you have a complete picture of each client and optimize your communication and service without forgetting important information.

Track bookings

Store information about conducted meetings, appointments canceled by the client, or those where the client did not show up. The entire history of your clients’ reservations is stored securely in your account, allowing you to easily check specific details such as the date of a visit, the staff member who served the client, the procedure performed, the amount paid, and any notes associated with that reservation. All of this is logged automatically for you, and you can access it whenever you need.

Track sales and subscriptions

Easily retrieve the last purchase of your customers and let the software track their visits with subscriptions. You can monitor essential information such as the subscription purchase date, remaining visits, used visits, next installment date, overdue payments, expiration date, and more as needed. One of the most functional modules for subscription services on the market.

Forms, Informed Consents, or Surveys

Collect in one place the answers to all important questions that your clients have provided through forms, informed consents, contracts, and other documents. Set up necessary documents to be automatically sent before or after a reservation, specify deadlines for completion, add fields for important information, and let the software handle the process while you simply review the results.

History of communication

All notifications sent to your clients are stored in the notification history. Verify and ensure that your client has been notified about your appointment.

Client groups

Client groups allow you to segment your clients based on specific criteria. This allows you to personalize your marketing campaigns and offer more targeted and relevant offers.

Client import

The “import clients” feature allows easy addition of clients via phone, directly from the device’s contacts, or by uploading a list of all your clients and their information.

Explore more features:

survey
Forms, Informed Consents
inventory management
Stock / Inventory
online booking heart
Appointment Booking
marketing
Marketing & Advertising
calendar-icon
Calendar
memberships
Subscriptions and Packages
group-activity
Group activities
online payments
Online payments
notifications
Notifications / Reminders
reports
Reports & Analysis

Reservation.Studio is ready for you
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