Customer management
Customer details scattered across your phone, notebooks and your memory? Every booking and call fills in one record for each customer, so you know who they are before you pick up.
Included with Online booking from $14.99 a month, and with every phone plan.
What it does
- One record for each customer
- Name, phone, email, address, notes, tags, a sealed note for getting in, language and birthday.
- Filled in for you
- Bookings and finished calls add the customer, or update them if they're already there.
- Their visits
- Past and upcoming bookings, what they had, and how often they cancel or miss.
- Their calls
- With the AI receptionist, their calls and a summary of each.
- Who's who at a glance
- New, regular, drifting, due back, birthday soon and more, worked out for you.
- Search and views
- Search everyone, filter by tag, service, person or state, and save the views you use.
- Everything on one list
- Their bookings, calls, orders, invoices, estimates and payments, newest first.
- Merge two records
- See both side by side, choose what to keep, then merge. Undo a merge within 30 days.
- Possible duplicates
- Records that might be the same person are suggested. You decide, or mark them not the same.
- Reviews and follow-ups
- Send a one-time review link after a visit, and keep a list of people to follow up.
How it's going
- Calls and outcomes
- With the AI receptionist: calls answered, booked and messages taken.
- Where bookings came from
- Booking page, phone, chat, Google, a QR code or a link of your own.
- Missed and canceled
- The share of bookings missed or canceled, once you mark them.
- How full the calendar was
- Booked time against each person's open hours.
See it
What it doesn't do yet
- It doesn't bring in anyone's yes to texts or offers. Customers give that themselves.
- Texts aren't on the record yet.
- Only you log in. There are no staff logins.
What it costs
The customer list comes with Online booking ($14.99 a month), Website & booking ($39.99) and every phone plan (from $129.99). Building your own plan? It is one of the parts.
Works with
- Online booking
- Every booking adds to the record.
- AI receptionist
- Calls and their summaries go on the record, and a returning caller is recognized.
- Websites
- Messages from your page reach you, and bookings from it add to the record.
- Change or merge a customer record
- Step by step, in the help pages.
Questions
Do I have to type my customers in?
No. Bookings and calls add them for you. You can add or change anyone yourself.
Can I bring my list from another app?
Yes. Save your list from your old app as a spreadsheet (CSV) file and bring it in under Account, Your data. You check every row first, nobody is emailed or texted, and you can undo it for 30 days. How to bring your data in.
Can my staff see the list?
No. Only you log in. Staff see just the jobs on their own day.
Start with Online booking
Your customer list comes with it. $14.99 a month.