Five Second Glance

1. What pieces of data do your employees need to see right away? Contact Data, Purchase Date
2. The employee should be able to learn all they need from the first screen of the client profile
3. Focus: Appointment vs. Product vs. Contact vs Hybrid Model

Configuration: Direct Communications Quick Access

1. Channels: What apps does your brand use? Clientela supports iMessage, SMS, WeChat, WhatsApp, and more
2. Message Types Send a Product Recommendation, or just a generic message directly to your client if they have communication opt-ins on. This is an entirely optional configuration that can be turned off

Possible Configurations

What we have done, and what we'd like to do:

1. Product Focus
2. Assignment Focus
3. Scannable Barcodes to POS
4. Contact Focus
5. KPI & Sales Focus
6. Residence & Family Preference Focus
7. anything the brand requires

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