‍Overview

The Client Registration Card is a digital tool designed to capture and customize customer data, enabling businesses to improve customer interactions, enhance prospect conversion, and drive upselling efforts. The card supports capturing a range of customer information, including demographics, selling preferences, and specific product interests, and can integrate optional or required questionnaires for additional insights.

Key Features

1. Customizable Data Capture

• Demographics:
  Capture essential demographic details like age, gender, location, and other relevant information that helps tailor the customer experience.
• Context & Selling Preferences:
  Gain insight into the context of the purchase (e.g., buying for a friend, personal need, etc.) and use this data to personalize future recommendations and interactions.
• Product Preferences:
  Record customers' preferences for particular products or services, allowing for more personalized upselling opportunities.

2. Questionnaire Builder

• Build custom questionnaires to capture specific information for different services, products, or events.
• Define the data you need by creating service- or event-specific questionnaires.
• Add diagnostic or simulation tools (e.g., product diagnostics like Revieve) to better understand customer needs.
• Set questions as optional or required based on the registration flow and the data your business needs to capture.

‍3. Digital Card Integration

• Online Booking:
  Customers can use the card to book appointments or services, tying their profile directly to future interactions.
• Event Registration:
  Use the card for event registrations, capturing the attendee's details for targeted follow-ups and personalized event experiences.

4. Customer Add Flows

• QR Code Registration:
  Customers can scan a QR code to create their profile in your system, choosing what information to provide and how they wish to be communicated with in the future.
• Employee Add:
  Staff members can create customer profiles by filling out a pre-defined form, ensuring that the data collection process is aligned with your brand’s needs. This helps streamline the customer onboarding process and reduce friction.

5. Entry Flows

• Confirmation Page Before Creation:
  Before finalizing the customer registration, staff can review the collected information and make any necessary changes on a confirmation page, ensuring that the data is accurate and complete before the customer profile is created.
• This feature gives employees the opportunity to confirm customer preferences and data input before committing to the system, improving the accuracy of the captured data and enhancing the customer experience.

6. Ongoing Engagement

• The Client Registration Card acts as a touchpoint for ongoing engagement, this captures the customer data, so then staff can receive reminders about the customer, follow-up for appointments, and access personalized data for future interactions.

Use Cases

• Retail Stores: Capture in-store customer data for personalized recommendations and follow-up services.
• Salons and Spas: Record client preferences and product usage for future appointments and upselling opportunities.
• Events and Trade Shows: Use the card to streamline event registration, collect valuable attendee data, and drive future engagement.

Additional Flow Types

• Pre-Creation Confirmation: Before a customer is added, staff can review the form data in a confirmation page. This flow ensures that the information captured is accurate, and the staff can make any last-minute edits before submitting the form on the customer’s behalf.