Hi Patricia,
Thank you for your interest in enhancing customer management with OS Services Booking. I’d like to introduce four key features that can help you maintain and build relationships with your customers without needing a complex CRM system:
1. Employee Notes
Staff members can add notes to each appointment by clicking the note icon in the "Work Schedule" page. A popup will appear for entering information, which is then saved and attached to the specific appointment. These notes are visible only to staff and administrators, allowing you to keep important details and follow-ups for each customer.
2. Customer Histor
Each customer with a Joomla account has their own QR code. When staff click on this QR code, they can view the full booking history for that customer, including automatic classification (such as Loyal, Occasional, or Rare customers). This helps you easily track engagement and provide personalized service.
3. Contact via Email/Phone
Customer email addresses and phone numbers are displayed directly in the booking table. Staff can simply click to send an email or make a call, making it easy to stay in touch and follow up with your customers.
4. Automatic Reminders
The system supports automatic email or SMS reminders using templates like booking_reminder, confirmation_email, etc. You can configure these templates in the Admin area to remind customers about their appointments, confirm bookings, or send important notifications.
These features allow you to manage information, communicate, and nurture customer relationships efficiently—no complicated CRM required. If you need detailed instructions for any feature, please let me know!
Thanks
Dam
