3 posts tagged with "Clients"

Calling clients to get them back in the chair only works if the whole team can see who's already been called. Contact logging is now built into Call to Rebook and the client profile, so every attempt — and every outcome — is in one place.

Clients — the client directory and Client 360 profiles — has moved out from under the CRM section and onto its own top-level button in the sidebar.

There's a new Clients section under CRM: search your clients and open a full Client 360 profile that brings visit history, spend, memberships, notes, photos, and consultation records together on one page.