Embedded Files
Find all the useful information on a specific customer on his customer data.
A proper use of it can help you save time and build customer loyalty.
To access to a customer data, just click on his nickname.
Notes on the Customer
Notes on the Customer
This is a remind tool.
Take notes on the key elements of your reading or describe your exchanges with your customer in order to refresh your memory before his next reading.
Every note you take is strictly confidential and customers can not refer to them.
Date of birth
Date of birth
The date of birth is a recurrent information.
To avoid asking many times the same question to your loyal customers, add their date of birth.
Their astrological sign will be sorted by default.
Check the consultations that have not yet been evaluated and access reviews submitted by your client.
Remind to reply to all reviews, positive and negative ones.
Check vouchers sent to your customers by messages.
You can send a programmed message as well to your customers from the last 7 days .
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