January 14th, 2024
New
Improved

This latest update to our client profile interface brings a wealth of improvements designed to enhance your experience and provide immediate access to the most pertinent client information. Here's what you can expect in this release
Streamlined Contact Options - Easy access to communication channels, including call, SMS, WhatsApp, email, and booking options, directly from the client's profile. specially if you are opening the profile from your mobile phone, it will open the dialer or whatsapp when you click on the relevant action on the profile . Go ahead try opening a client profile in you phone.
Financial Overview at a Glance -Immediate visibility of the client's owed balance and credit balance right from the overview page.
Client Engagement History - A detailed activity feed with filters, providing a timeline of interactions, including calls logged and notes from the staff, all in one place.
Marketing Preferences and Channels - Clear display of the client's preferred marketing channels, including email, SMS, WhatsApp, and phone, along with the source of the client's acquisition.
Membership Details -Quick reference to the client's home club, membership tenure, and the representative assigned to their account.
Lifetime Value and Recent Visits - Insight into the client's lifetime value and last visit, making it easier to tailor services and offers.
Enhanced Client Risk Awareness -A prominent "AT-RISK" notification for clients requiring immediate attention, ensuring you can act quickly to address any concerns