Collections are a useful tool that enables you to group products together on customer profiles, making it easier for your staff to keep track of the products that your clients are interested in. Additionally, collections can be conveniently shared with your clients via messaging. Collections can be created and edited from the mobile app and also from the Dashboard (this view is shown from the mobile app).
Important: Clientbook collections can either be created manually or, depending on the point of sale integration, can be pulled directly from the point of sale.
To learn more about how to utilize collections, keep reading.
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Open up your Clientbook mobile app. Tap on Clients. Search for the client you want to add the collection to. Tap on their name.
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Search for the client you want to add the collection to. Tap on their name.
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Tap on Collections located in the top right corner of the screen.
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Tap on Add Collection at the bottom of the screen or select an existing collection to add to it.
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Create a name for your collection and tap on Save Collection.
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Tap on Add Products and select the items that would best suit your client's interests.
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Once you click Add Products, you will be able to choose from a list of products that have been uploaded manually or from your point of sale integration. You can select from in stock, all products, or vendors if applicable.
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To add a product to a collection, simply tap on the product image/description and the product will be added to the collection.
9. Products can also be added in manually by selecting the blue New icon in the top right corner of the screen. You can then add in the product manually by selecting an image from your device, giving it a name, price, and description.
To learn more about how to utilize and share the collections you have created, click here.
And you're done! If you have any questions regarding the Clientbook mobile app, reach out to our Customer Support Team at support@clientbook.com or (385) 352-3518.