The Client Activity feature allows you to log client interactions, such as store visits, phone calls, purchases, and notes, while also enabling automated triggers for ongoing engagement. For example, you can set up an automated message to be sent after a client visits your store that thanks them for coming in, and lets them know you're excited to work together again!
These logs and triggers are fully customizable to meet your store's unique needs, helping to drive future business.
Documenting an Activity on your Client's Profile:
Before you can document an activity on your client's profile, that activity must exist within your Clientbook account. If a new activity is needed Click Here to learn how to create it!
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Navigate to the Clients tab and search + select the client you want to document the activity for.
Tap on the Activity button near the top of the screen.
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Tap on the + plus sign to add a new activity.
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Your pre-configured activities will be listed. Choose an activity from the list to add it to the profile.
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You will then be prompted to leave notes (including images or a pdf file) related to that activity with the customer and hit Save!
- Note: You can also use the microphone located in the bottom right corner for "speak to text" notes.
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That activity will now show under the Activity tab on the client profile where you can sort through and see every interaction with that customer. You may also use the filter icon to filter by activity type.
Important: If there are automated messages or reminders tied to the activity, that automation will be triggered based on how it is configured within that specific activity.
- For information on Client Activity Best Practices, click here!