Understanding the Preferred Store: What It Is & Why It Matters

Understanding the Client Preferred Store in Clientbook

For businesses with multiple locations in Clientbook, a client’s preferred store plays a key role in ensuring effective communication and seamless operations. It helps align client interactions, purchases, and messaging with the store they shop at.

Below, we break down how a preferred store is determined, why it matters, and how to update it! 

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How is the Preferred Store Determined?

A client’s preferred store is automatically assigned based on how their profile is created:

• Point of Sale (POS) Integration (for integrated accounts):

  • Purchase History: The store where the client made their first purchase. (Note: This does not change with subsequent purchases.)
  • No Purchase History: The client's preferred store will be your default Clientbook store.

• Bulk Client Upload (for non-integrated accounts): 
  • When you upload a client list in a multi-store account you'll be asked to select the "preferred store" for the clients in your list.
  • Click here to learn more! 

• Manual Client Addition:

  • Anytime an associate creates a new client profile in Clientbook, the client is automatically assigned to whichever store the associate was logged into at the time. 

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How does it affect messaging?

Each store location has its own unique phone number for texting. Without a preferred store, clients could receive marketing and automated messages from different numbers each time, causing confusion. The preferred store helps ensure consistency and clarity in communication.

1. Marketing & Automated Messages: Ensures Consistent and Relevant Communication

• Automated Messages: All automated messages are sent from the client’s preferred store.
• Mass Messages: Bulk marketing messages also originate from the client’s preferred store, keeping messaging consistent.

2. One-on-One Messaging: For accounts with multiple store locations, one-on-one messages do not reference the client’s preferred store. Instead, they follow these rules:

• Messages are sent from the inbox of the store you are currently logged into.
• If the selected store inbox does not match the store that sent or received the last message, a notification will appear, alerting the associate:
  • The pop-up warns that the message is about to be sent from a different store than the last conversation (meaning the client is about to receive the message from a different phone number than before).
    
    

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Where to Find + Update a Client's Preferred Store

The following steps apply to both the Dashboard and the mobile app. Screenshots will be provided for both platforms.

1. Navigate to your client's profile - Go to the Clients tab, then search & select your Client's profile. 

   • Dashboard:
     
   • Mobile App: 
      

2. View the client's profile details:

   • Dashboard: Locate the "i" icon in the top right corner of your screen & click on it. 
     
   • Mobile App: Hit the "Profile" button located at the top left-hand side of your screen. 
     
3. Locate the Preferred Store Section: 
   • Dashboard:  Hit the "Edit" button
     
   • Mobile App: Hit the "Change" button
     
4. Select your Client's new Preferred Store and Hit Save!: 
   • Dashboard: Don't forget to hit the Save button! 
     
   • Mobile App: This will auto-save when you select the new store. 
     
5. View the Preferred Name on your Client's profile: 
   • Dashboard:  
     
   • Mobile App:
     

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If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].