Tags: Either manual or automaticallyapplied tags that allow an employees client book to be filtered by different consumer data; products preferences, colors, moods. Tags are easy and quick to apply during or after an interaction.
Alerts: Either manual or automatically triggered alerts that identify a customers clienteling status, whether its a need, goal, or issue; engagement alerts / criteria, refills, upcoming appointments / birthday, missing information, merged status
Engagement Status: Engaged, Disengaged, Lapsed
Loyalty Tiers: Does your brand have a loyalty program? Or do you want to build one? Highlight the spending status, and segmentation of a customer. Highlight company, government status, marital status and much more