Advantages of customer management

Clear and informative

Individual customer notes

Save specific booking questions

Increases customer confidence

Overview

CRM overview in the Calenso Dashboard

Overview

The clear presentation of your customers and the search function let you work much faster. In addition, you can also see in the customer profile, for example, the last and upcoming appointments, income from purchased services and much more. This gives you an overview of when and how often your customers come to you.

Notes

Create personal notes for each of your customers. If your customer doesn't like something or likes something very much, write it down. Before the next appointment, take a quick look at your notes and surprise your customer with your knowledge. In addition, automatic changes are documented here. For example, if your customer enters a new address when booking, this is updated in the profile and a note is created for the change.

Notes

CRM notes in the Calenso Dashboard

Booking questions

Overview of the Calenso Dashboard and the booking questions.

Booking questions

You can ask your customer individual questions before completing an appointment booking. The information he gives you is automatically saved in his customer profile. You save an enormous amount of time with booking questions and receive valuable information from your customer.

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