Overview

Booksy's Client Management feature is designed to help businesses efficiently organize and enhance client relationships. By consolidating client information into a centralized, secure database, businesses can easily access and manage client details, fostering personalized interactions and improved customer loyalty. This system streamlines administrative tasks, allowing professionals to focus more on delivering quality services.

Features and Capabilities

• Organized Client Database: Transition client information from disparate sources into a unified system, ensuring all details are easily accessible and well-structured.
• Smart Client Grouping: Automatically categorize clients into groups such as Most Loyal Clients, New Clients, and clients that are Slipping Away. Custom groups can also be created using tags to better organize and target client communications.
• Client History Tracking: Maintain a detailed history of interactions, services, and payments to provide personalized customer care.
• Automated Client Reminders: Set automatic reminders for appointments, follow-ups, and other critical client engagement actions.
• Secure Data Management: Ensure client data is securely stored with robust privacy measures, keeping sensitive information protected.
• Personalized Communication: Use client data to send targeted promotions, notifications, and messages, enhancing engagement and loyalty.