Elite Plan Features
The Elite Plan includes everything available in the Signature Plan, plus advanced tools designed to help your team work smarter, personalize outreach, and create even stronger customer relationships.
Elite is built for retailers who want to take their clienteling strategy to the next level by giving their team more intelligence, more automation, and more control over how they engage with customers.
AI Insights
AI Insights helps your team identify meaningful opportunities hidden within your customer data.
Instead of requiring associates to manually search through profiles, purchase history, notes, and past conversations, AI Insights helps surface timely and relevant opportunities for outreach. These insights can help your team know who to follow up with, what to say, and why the timing matters.
This gives associates a smarter starting point each day and helps them focus their energy on the customers most likely to engage, return to the store, or make another purchase.
AI Insights helps turn customer data into action.
Appointment Booking
Appointment Booking makes it easy for customers to schedule time with your team and helps your store create a more organized, elevated shopping experience.
Whether a customer wants to view engagement rings, shop for a gift, discuss a repair, or meet with a specific associate, Clientbook gives them a simple way to book an appointment. This helps your team prepare ahead of time, understand the customer’s needs before they arrive, and deliver a more personal in-store experience.
Appointments also help turn online interest into real store visits by giving customers a clear next step when they are ready to connect.
Event Management
Event Management helps your store plan, promote, and track customer events directly inside Clientbook.
Your team can use Clientbook to invite customers, manage event outreach, track attendance, and measure event engagement. This makes it easier to turn events into revenue opportunities by keeping your team organized before, during, and after the event.
Instead of events being managed across spreadsheets, scattered messages, or disconnected tools, Clientbook helps bring everything together so your team can create stronger follow-up and better understand the impact of each event.
Advanced Associate Permissions
Advanced Associate Permissions give your store more control over what associates can see and manage inside Clientbook.
This is especially helpful for larger teams, multi-store businesses, or retailers who want to keep customer access more focused. With advanced permissions, you can limit associate visibility so team members primarily see the clients they are responsible for, helping keep workflows cleaner and customer ownership more organized.
This allows your team to stay focused, protects customer relationships, and gives leadership more confidence in how client data is being accessed and managed.
Customizable Kiosk Mode
Customizable Kiosk Mode gives your store a more flexible and polished way to collect customer information.
With this feature, your team can customize the fields you want to capture, making it easier to gather the details that matter most to your business. Whether you want to collect basic contact information, birthdays, anniversaries, or other key customer details, Customizable Kiosk Mode helps create a better data capture experience.
It gives your store a simple, professional way to build stronger customer profiles without making the interaction feel forced or uncomfortable.
1,000 Mass Messages Per Month
The Elite Plan includes 1,000 Mass Messages per month, giving your team even more room to communicate with customers at scale.
Mass Messaging is a great way to promote events, announce new collections, share holiday reminders, invite customers back into the store, or drive excitement around key campaigns. With the increased message allowance, Elite gives your store more flexibility to reach customers consistently and strategically.
This helps your team stay top of mind, create more engagement, and drive more traffic back into the store.