Clearly define & configure “existing customer”
Sara Meert
At the moment, it is unclear when a customer is valued as an “existing customer”.
An “existing customer” = has already booked and has a checkout history.
But in many cases: only a customer file = “existing customer”.
When moving from old software to Optios, salons often have existing customers who have not yet had checkout transactions, or only a profile, and are treated as “new customers” with all the associated limitations—e.g. when booking online.
This leads to frustration, duplication of work and unintended restrictions for customers.
Sara Meert
Merged in a post:
Klanten zijn bekend Indien er een klantenfact staat/Customers are known when they have a customer file
A
Anicée Van Camp
Klanten zijn bekend Indien er een klantenfact staat (een afspraak is niet nodig)/The customers are known as soon as they have a customer file (an appointment is not necessary)
U
Ursela Raaijmakers
It would be nice if, as a salon, when you create a customer poster, you immediately give the customer permission to book online. Not that there must have been an appointment in the salon first. Even if someone hasn't been six months, I would make it 1 year