Business Software Client Tracking
Client Tracking for Business Management
DaySmart business software allows you to create a detailed, custom client list, including a picture. All versions of DaySmart business software can store up to 2.1 billion clients. You will never run out of space! Learn about your clientele from your management software. Business management is easier with a contact database that contains all the important information you need about your customers. DaySmart management software also has over 200 built-in reports to display top spending clients, percent of clients that are retained by employees, and many others! See Reports for more details. DaySmart business software also has a mailing feature, which allows you to create custom client mailing lists. See Mailing for more information.
Benefits of Business Contact Database
Operating a business management system with our software adds:
- Contact information
- Gender
- Birth date
- Anniversary
- Comments
- E-mail address
- SMS address
- Pictures
- Referral
- Category and class, which is where you can enter a "keyword" about the client. This "keyword" can be used when generating mailing lists and reports.
- Whether or not the client should be included on mailing lists
- File link - keep a special word processor or spreadsheet file on your client and open it using DaySmart business software.
- History, including previous products and services purchased as well as history
- Discounts
- Balance
- Treatment
- Pop-up alert
- Family information
- Document tracking
- Loyalty points reward system tracking
See below for more details.
Business Software Client History
Track the following client history information:
- Total amount the client has spent on products and services
- Date of first and last visit and total number of visits
- First and last employee to service client
- History
- Who referred the client
- Remaining pre-paid services
Business Software Client Purchase History
View the previously purchased products, services, gift cards and more for each client in full detail and easily look up the upcoming appointments for each client all in one place.
Business Software Client Notes
Record a detailed client history.
Pre-Paid Services
Track the number of pre-paid services remaining.
Business Software Discounts
Enter a default product and/or service discount amount for each client. This amount will be used when a new ticket is created.
Business Software Balance
Track the client has a "tab", i.e. owe you money, or if the client had a credit that is owed by the business.
Track Client "No Shows"
Easily keep track of "no show" clients. Provides a report on the "warning level" of a client based on prior no shows.
If the client did not make his or her last appointment, a pop-up warning will appear when the receptionist books his or her next appointment.
Loyalty Points Reward Tracking
Easily track loyalty points rewards. Loyalty points are given when a product or service is purchased. These points can be redeemed later for free services, products, or discounts. On receipts, you can even print out the number of loyalty points a client has earned.
Business Software Client Picture
Keep a picture of your client or your work progress along with the rest of his or her client information.
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