Customers & CRM

Manage customer records and history, work your leads and enquiries, and contact people within the marketing consent rules.

7 articles

Customer records

Managing customer records
Add, find, organise and tidy up the customer records that sit at the heart of your business.
2 min read
Customer history and notes
See every appointment, invoice and interaction in one place and keep useful notes against a customer.
2 min read

Growing your business

Leads and enquiries
Capture new enquiries, track them through your pipeline and turn interest into booked work.
2 min read
Marketing consent and contacting customers
Understand consent, the difference between service and marketing messages and how to reach customers properly.
2 min read
Reviews and your reputation
Collect reviews after appointments, reply to feedback and shape how ratings appear on your booking page.
2 min read
Memberships and loyalty
Set up paid memberships and reward repeat custom with points, stamps or cashback.
2 min read
Letting customers manage their own bookings
Give customers a portal to view, reschedule and cancel bookings and manage their own details.
2 min read

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