Customers & Loyalty
Customer profiles, wallet balances, loyalty points, enquiries, feedback and WhatsApp balance summaries.
Find and use customer profiles
Search your customers, filter by membership, package, wallet or outstanding, and read a client's visits, spend, plans, balances and full transaction history.
Add, import and export customers
Add a customer by hand, bring your old client list in from a CSV or Excel file, import membership wallet balances, and export your customers.
Customer wallet and WhatsApp balance summary
See a client's wallet, memberships, packages, coupons and points, understand locked wallet money, and send the balances to the client on WhatsApp.
Set up and use loyalty points
Turn on the loyalty program, set how many points clients earn per ₹100, add yearly spending slabs and bonuses, and redeem points on a bill.
Track enquiries with Client Queries
Record every customer enquiry or job application, assign staff, set follow-up reminders, send a WhatsApp offer and convert the lead into a customer.
Collect and read customer feedback
Learn how clients rate their visit from the WhatsApp invoice link, and how to read ratings, tags, complaints and comments on the Feedback page.