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Customers

Give your clients the best possible service

With Timely’s customer records you’ll really get to know your customers, and their preferences. Spend your energy on giving them a great experience, not trying to remember whether they like tea or coffee.

Access customers quickly

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Build client profiles

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.

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Appointment history

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.

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Sales history

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.

Keep track with client notes

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 management for professionals

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 repeat no-show

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

 

 

trustmark Timely is trusted with over 40 million appointments

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Try Timely Today

No credit card required. No obligations or fixed-term contracts.

“It’s convenient, it's easy, and it lets you build better relationships.”

Kate LugtigheidPumped Personal Training

Questions?

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!

Chat with us

Jack and Maddy from Timely's friendly Support team.