Customers and CRM

Customer records

Customer records store contact information, booking history, notes, loyalty data, package usage, wallet balances, coupons, gift cards, reviews, and communication activity.

Loyalty

Use loyalty points for repeat booking incentives. Define earning rules, redemption rules, expiry behavior, and staff override permissions before launch.

Packages and memberships

Packages and memberships are useful for prepaid visits, recurring treatments, bridal packages, or VIP plans. Track usage carefully so staff can see remaining sessions during booking and checkout.

Coupons and gift cards

Coupons reduce price by campaign or customer segment. Gift cards hold prepaid value. Both should have expiry rules, usage limits, and audit history.

Reviews

Review requests can be triggered after completed appointments. Moderate review display rules before publishing reviews publicly.

Privacy

Only collect customer data required for booking, payment, communication, and service preparation. Restrict dashboard access for staff accounts that do not need full customer history.