Ideas box

Customers can search more easily and quickly using filters. I want to be able to search for customers by: had a certain service canceled the last appointment certain product purchased participated in a workshop region has/does not have an email address has a customer card/subscription not been since... with a visit in the future... by tags on blockages (online booking) customers who have to pay an advance Send mails/newsletters checked or unchecked billing details filled in blacklist

By default, the customer sheet now only shows products sold in the last year, but we would like to always see the full history without having to enter filters to see older data

Make it possible to create a loyalty card that offers a discount after 10 cuts - other services should not count.

Able to respond to end customer reviews

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.

This for both a mini website and a plugin for the customer's own website.

If you want to aim at grooming, you would need an animal sheet linked to the customer otherwise not practical.

Preferred functionality: You can view a list of all purchased products in the customer data sheet for each customer. For each product, not only the last purchase date, but a complete list of all purchase dates (ability to click open the product for an overview of all previous sales dates). -!! Including online purchases (webshop orders), so that a complete picture of all purchases per customer is created. The combination of physical and online purchases provides a complete customer view. Benefits: Better insight into the purchase frequency per product. More accurate monitoring of customers and their buying habits. Ability to recognize patterns (e.g. monthly recurring purchases).

Get notifications by email when a review has been given

Only make the reviews appear online with only the first name or initials