Customer Module

The Smallbiz Customer Module collects and stores vital details about your clients.

1

You can store as much or as little information as you require:

  • Client sales are automatically updated from point of sale
  • Contact details
  • Service history notes
  • Reward points
  • Diagnostics
  • Marketing
  • Documents
  • Accounts
  • Track gift voucher entitlements
  • Store photographs on client cards with a digital camera

2

Client Details Tab:

  • Record Contact Permissions
  • Membership Programs
  • Group Clients according to families, community groups or businesses
  • Reference Codes e.g. P = Pensioner A = A Grade Client
  • Track referrals from existing clients

3

Optional Digital Documents:

  • Clients Can Submit Via SMS or QR Code or from a device in salon
  • existing Client details can be updated on submission