Client Database

What is it and what is it for?

You will see information about all clients that ever visited you in the Clients Client Database section.

The list will display main information about your clients: their names, contact details, amounts they spent, discounts, number of visits, date of their first and last visit.

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Your client database will be formed automatically when you create an appointment in the Appointment Calendar and when your client makes their appointment online. You’ll be able to find clients and access the full history of their visits in just a few clicks.

You’ll be able to receive a list of clients that fit certain requirements using various filters. Learn how to work with those in this article.

Altegio can automatically award discounts to clients and add clients to certain categories. You’ll be able to set all categories and rules on your own.

If you have more than one location you can work with a single client database in the network. You can learn how to work with it from this article.

Working with Client Database

Information about your clients

To find a list of all your clients go to the Clients Client Database section. Information in the Name column is given as clickable links that open a window with a client’s card. You can read about all information in the client’s card in detail here.

You’ll be able to configure the client list according to your needs:

  • The cog icon Ith86wYmnuUpdPx5Q0y10W1A5mBAo88BMOev9VbA.pngin the header of the table will open a menu with a list of all columns available. You can hide columns with information you don’t need at the moment.
  • The lock icon u8odEqX0fhfCfPu1qf7nozHwOORMhSrNEE0XSi27.pngallows you to lock in the order of the columns (no more than five columns).
  • You can arrange information in the columns by clicking the header of the column. The arrow will indicate the order of that arrangement.

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E.g., this will be useful when you decide to learn which client hasn't visited you in a long time or which client brings you the most revenue.

You can quickly search the Client Database by entering name, phone, email or card number in the search bar and clicking Show button.

You can add clients to the Database not only by making appointments in the Appointment Calendar. In the Client Database section you can manually add clients one by one, to do that click the Add a client button (read about creating a client’s card in detail here). You can also upload a list of clients using the Excel operations button (read about this in more detail here).

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Actions with client database

Using the Client Database section you can perform mass mailing, send notifications, delete clients from the database, add clients to categories and download information as Excel spreadsheet.

To perform an action for all clients just click the Action button and select the one you want to perform from the list. 

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You can perform actions with all clients in the database or just the selected ones. To select a certain client check the box next to their name and after that all actions will be performed only for clients you selected.

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1. Send a message. To send an SMS enter the text, check the box next to the I have read and understand the responsibility for violation of the current legislation setting, click the Send button. You can view messages you sent in the Overview Messages section (read about this section in this article).

You can change the settings for messaging channels in the Settings — Notifications — Types of notifications section in the Mass mailing type.

You can configure a list of messaging channels for a specific client in their card.

2. PUSH messages. To send a PUSH message enter the text and click Send.

PUSH messages to the mobile app will be sent to clients who have the mobile app installed. You’ll see the exact number of such clients in the pop-up.

Also you can send PUSH messages to electronic cards for clients who have them.

3. Add to category. You can add clients to existing categories as well as create a new category right in this section. To do that enter the name and select color for the category. Category you create will appear in the Clients Client Categories section afterwards.

4. Remove from database. You can delete clients from your database. To confirm removal type DELETE in the field and click Delete.

You can download information about clients as an Excel spreadsheet. To do that, click the Excel Operations Download as Excel button in the top right corner.

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Client database can be downloaded through email only. A user will receive an email with a link to download the file. You’ll be able to see who asked for what data and when in Altegio using the data log which can be found in the Overview Data log section. Using data logs you’ll be able to receive the files for download if you have access rights for this section.

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