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Keep contact details, visit history and relevant preferences together. Use those records to provide consistent service, with appropriate access and a clear purpose for the information collected.
With YCLIENTS, customers can choose from the services and time slots you make available. Keep durations, staff schedules and booking conditions accurate so that the online process reflects what the business can deliver.
A shared calendar gives staff a structured view of appointments, services and notes. Agree how bookings are confirmed, changed and completed so that everyone works from the same information.
Financial and stock records can help organise revenue, expenses and product movements. Set up the relevant categories and review entries regularly; software records still need accurate input and reconciliation.
YCLIENTS includes payment and checkout options for supported setups. Confirm the available providers, equipment and requirements in your country before planning online payments or a checkout connection.
A supported telephony connection can link calls with client records. Check the integration, recording settings and access rules, and make sure the team understands how calls should be handled.
A loyalty program can connect rewards with repeat bookings. Make its conditions clear, choose benefits that suit the business and measure participation without assuming that a discount automatically improves retention.
A branded app can give customers another route to booking and account information. Confirm the available options and ongoing costs, and check that it offers a useful experience alongside your existing website.
If you are considering YBOX or other checkout equipment alongside YCLIENTS, confirm current availability, compatibility and the payment requirements for your market. Assess the complete setup, including receipts and support, before purchasing hardware.
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