Customers & CRM
Manage customer records and history, work your leads and enquiries and contact people within the marketing consent rules.
7 articles
Customer records
Growing your business
- Leads and enquiriesCapture new enquiries, track them through your pipeline and turn interest into booked work.2 min
- Marketing consent and contacting customersUnderstand consent, the difference between service and marketing messages and how to reach customers properly.2 min
- Reviews and your reputationCollect reviews after appointments, reply to feedback and shape how ratings appear on your booking page.3 min
- Memberships and loyaltySet up paid memberships and reward repeat custom with points, stamps or cashback.2 min
- Letting customers manage their own bookingsGive customers a portal to view, reschedule and cancel bookings and manage their own details.2 min
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