Your clients are the heart and soul of your business. Insight keeps track of all your clients so you can find any one of them in seconds. This area of the program was designed to give you all the information that you need to go that extra mile for your customers.
Validates name, address, phone and email information
Birth date, Anniversary, First and Last Service Dates
General comments can be attached to each client
Comments can be set to "pop up" automatically when booking an appointment and/or entering a sales invoice for the client
Keep unlimited photos for each client with notes for each photo
Categorize your clients any way you want for better marketing
Referral tracking from advertising sources or existing clients
Unlimited number of service history entries
Automatically stores date and time of service as well as all professional products used to provide the service
Tracks all purchases of products, services, and gift certificates
Displays a list of all past and future appointments
Accurate tracking of tanning packages and sessions
Easily send targeted mailings to Non-Returning Clients, New Clients, Birthdays, Referrals,
and many more options.
Deactivate clients that haven't been in for a while and still be able to access their history if you
need it, even recover them easily if they come back!!
