العربية
Lesson 13 · Client care

Clients, loyalty and follow-up

Find a client, save her notes and address, adjust loyalty points, review package sessions and prepare a personal follow-up.

6:31
Arabic narration · Ghizlane
After this lesson

You can maintain a client profile, verify points and visit history, and understand when to follow up in WhatsApp.

In this tutorial

  1. 00:00Clients and follow-up overview
  2. 00:20Open Clients
  3. 00:40Search by name or phone
  4. 00:55Review the client profile
  5. 01:17Edit client details and notes
  6. 01:53Check the address and save
  7. 02:25Understand loyalty points
  8. 02:45Add points and verify the balance
  9. 03:21Redeem points
  10. 03:59Review the loyalty ledger
  11. 04:16Review booking history
  12. 04:31Find clients with packages
  13. 04:47Available and held sessions
  14. 05:10Check the next visit
  15. 05:27Find lapsed clients
  16. 05:42Prepare a WhatsApp follow-up
  17. 06:07What to watch next