Sort entire client list on all major and defined fields.
Specify if clients are taxable or non taxable.
Track last visits.
Find clients by name or search through by picture or
search by any of the major or definable fields.
Input client formula data.
Create formulas with full description.
Specify products used on each client.
Unlimited notes and instructions field for each client.
View client spending history on the fly.
Sort Client sales by, date, services, amounts.
View individual day reports.
View each sales transaction by clicking on the invoice
number.
Print labels using your client list. You can filter the
list using ranges such as birthday or first and last visits.
Print using standard Avery labels.
Email a single client or a entire list of clients using your
own customer templates.
Customer filters is another feature that
can be used to help filter clients.This
feature is also called client flags. Use this feature to set up unique
flags or labels for clients.You
can then set these flags for each client or customer.These flags will show up each time a client is pulled up in the
system.This is helpful in
identifying certain types of clients or filtering a particular type of
client.
Customer templates are used to create
custom text documents that can be used to email, print or save with a
client record.When using
customer templates you can create a template for different criteria’s
such as confirming an appointment, wishing happy birthday or anniversary.Or sending holiday wishes, as well as informing customers of
specials.You can create up
to 10 templates that can be saved and used at any time.
Print barcode ready membership, Id cards
and keycards
