Customer search and filter functionality
Sara Meert
Customers can search more easily and quickly using filters. I want to be able to search for customers by:
- had a certain service
- canceled the last appointment
- purchased a certain product
- participated in a workshop
- region
- has/does not have an email address
- has a customer card/subscription
- haven't been since...
- with a visit in the future...
- by tags
- on blockages (online booking)
- customers who have to pay an advance
- Send mails/newsletters checked or unchecked
- billing details filled in
Sara Meert
Merged in a post:
list of specific treatment
Eline Boeve
It would be useful if you could draw a list somewhere for each treatment which customers have ever stopped by before
Sara Meert
Merged in a post:
names can see this associated with customer email
A
Anicée Van Camp
When customers book online with their email, names can see what is associated with this email, and can change their name - For example, mom books for children
Sara Meert
Merged in a post:
Easily see when a particular product was last sold and by whom
A
Anicée Van Camp
Easily see when a particular product was last sold and by whom
Sara Meert
Merged in a post:
overview of customers who canceled their appointment but haven't made a new one yet.
Rene Korsman
It will happen often: a customer calls, cancels his appointment and says, for example, I'll call again! You take the appointment out of Optios but after a few weeks, you also don't remember that she would call or that you would call.
In short, there is no customer contact anymore, even though the customer would still like to come. With such an overview, you can get those loyalty cards back in and take action.
Sara Meert
Merged in a post:
Klantenbestand kunnen filteren/Be able to filter the customer file
B
Barbara
We would like to clean up our customer base. But there is no easy way to filter your file, for example, to show people who haven't been to the salon in a long time. That would be very useful./Pouvoir filtrer le fichier client pour le nettoyer.
Sara Meert
Merged in a post:
Clients numero telephone
V
Véronique Detiste
filter the table of customers who already have a phone number in order to consult and correct them
B
Barbara
Merged in a post:
Customers themselves can divide into categories.
Sara Meert
This is important for her works. Customers can refer to them as chemotherapy patients or alopecia patients. This allows us to filter very quickly; which is important for, among other things, the way of working, requesting reports and mailing.
Sara Meert
Merged in a post:
see the list of customers who have been blocked from the online booking
A
Anaïs Graux
see the list of customers who have been blocked from the online booking
Sara Meert
Merged in a post:
Export of customers who are not subscribed to the mailing
T
Tori Wuyts
Export of customers who are not subscribed to the mailing
Sara Meert
Merged in a post:
Sort customer files
D
David
sort customer files, for example on blocked customers
Load More
→