Get to know your clients and provide a more personal experience with customer insights in Timely.
Customer profiles in Timely work seamlessly with the Calendar. Instead of trying to remember it all yourself, store your customers’ contact details, birthday, occupation, gender, allergies, preferences and more in our detailed customer profiles.
Keep all your customers’ sales and appointment history in one place. A customer didn’t show? Mark them as ‘Did not show’ and we’ll flag that on their profile for next time.
To get a handle on your customer's purchasing habits, check out their Product or Appointment sales report. That makes it easier to ask how they’re getting on with a product, or suggest a new one.
Need to note down the color information for a client? No sweat! Add a note to their profile and refer to it next time. If you’ve got more urgent information (like allergies), add an Alert/Contra indicator to your client's profile, and flag this to your staff when they’re creating appointments.
Customer database, fully searchable by name, contact details, and more
View a summary of appointments, sales, notes and messaging history for any customer
Flag VIPs or no-shows
Merge customer function to remove duplicates
Send an email marketing campaign by customer segment
Import customer list using CSV files
Email and SMS settings for individual customers
Print a report of appointments, notes or a transaction statement by customer
No credit card required. No obligations or fixed-term contracts.
“It’s convenient, it's easy, and it lets you build better relationships.”
If you're making a decision around software for your business, you probably have at least one or two questions. Our friendly experts are here to help and can clarify exactly how Timely can work for you. Don't hesitate to get in touch!