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.