Description: The article is about booker login. This is an introduction on how to segment and add customers in Booker. The author shows how to segment and add customers in Booker. You can follow the steps to learn how to segment and add customers in Booker.
You’ll learn about segmenting and adding customers in Booker. That is very beneficial when you are managing a large client database, it is the ability to gain insights into specific customer segments or demographic information. Within the customer CRM, I have the ability to show any piece of information within these profiles. Based on that information, I can funnel this down to find that specific demographic or client segment and save that as a report.
I can use this report to build an email campaign, this is a list that I need to call to let them know about an upcoming promotion that very beneficial to them. This is wonderful. I am going to show you how to add these in. You can always manually add a new customer whenever anything is booked from the appointment calendar.
I’m going to mark Andre. If Jimmy is coming in for a body wrap, I’m going to go ahead and grab your information. I’m going to grab your phone number. I can log any notes check if they want to receive a text notification, I can book that appointment, I’m going to go back. This is how to track the source, this is important for our customers.
If you are referred, I can mark you, that’s going to be tracked, I can update the appointment. It automatically built a customer profile for you. This is great. When you are in the public facing sales page, they’re all automatically added to the CRM.
We have booked a consumer, we can go there and book that same blowout online, we can see the merchant in the back. They want to select the staff member, they’re picking a day, they are picking a time and finding appointments. We’ve set it up in the back end, it is going to funnel them.
They’ve selected that. They’re simply selecting what works best for them. This is held for ten minutes while they fill out the pertinent information. You need to make sure that you have searched get app.com for other great business apps.