Best Small Business Client Cards Software - STX Software
Stx Cloud Ipad Client Card 2

STX Cloud’s Client Cards ensure that you never forget a single detail about your customers.

With Client Cards you can:

  • Store contact information and clients’ preferences for how they would like to be contacted regarding marketing, notifications and reminders.
  • Create a client consultation intake form to log any information you would like to know. Create questions with a text box or checkbox answer format.
  • Review client’s upcoming appointments and booking restrictions and requirements.
  • View past appointments and tickets and any service notes logged for that particular appointment.
  • Review communication history between guest and business.
  • Review product purchase history, i.e. what they bought and how much they bought, when they bought it, who sold it.
  • View client’s loyalty rewards account and active membership.
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