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Customer Database Management

Tiquo’s customer management system provides comprehensive tools for building lasting relationships and understanding your customer base.

Customer Profiles

Core Customer Information

  • Contact Details: Name, phone, email, and address information
  • Demographic Data: Age, preferences, and relevant personal information
  • Communication Preferences: Preferred contact methods and timing
  • Emergency Contacts: Emergency contact information for safety-sensitive services

Service History

  • Appointment History: Complete record of all past appointments and services
  • Service Preferences: Preferred services, staff members, and appointment times
  • Special Requirements: Allergies, accessibility needs, and special requests
  • Treatment Notes: Detailed notes from previous service sessions

Financial Information

  • Payment History: Complete transaction history and payment methods
  • Outstanding Balances: Unpaid invoices and outstanding payments
  • Package Balances: Remaining sessions in prepaid service packages
  • Loyalty Status: Current points, tier level, and reward eligibility

Customer Acquisition

New Customer Registration

  1. Profile Creation: Create comprehensive customer profiles
  2. Service Consultation: Initial consultation to understand customer needs
  3. Preference Mapping: Document customer preferences and requirements
  4. Communication Setup: Configure preferred communication methods and frequency

Customer Onboarding

  • Welcome Series: Automated welcome messages and onboarding content
  • First Appointment: Special attention and service for first-time customers
  • Loyalty Enrollment: Automatic enrollment in loyalty program
  • Feedback Collection: Initial feedback to improve customer experience

Data Import

  • Existing Customer Data: Import customer data from previous systems
  • Data Validation: Verify and clean imported customer information
  • Duplicate Detection: Identify and merge duplicate customer records
  • Migration Support: Assistance with data migration from other platforms

Customer Communication

Automated Communications

  • Booking Confirmations: Automatic confirmation messages for new bookings
  • Appointment Reminders: Customizable reminder messages before appointments
  • Follow-up Messages: Post-appointment thank you and feedback requests
  • Promotional Messages: Targeted promotions based on customer preferences

Manual Communication

  • Direct Messaging: Send personalized messages to individual customers
  • Bulk Communications: Send updates or promotions to customer segments
  • Emergency Notifications: Urgent communications for schedule changes or closures
  • Special Occasion Messages: Birthday greetings and anniversary recognition

Communication Channels

  • SMS Messaging: Text message communication for immediate notifications
  • Email Marketing: Rich email content with branding and promotions
  • In-app Notifications: Notifications through customer mobile app (if available)
  • Phone Integration: Click-to-call functionality for direct customer contact

Customer Segmentation

Automatic Segmentation

  • Value-based Segments: Customers grouped by lifetime value and spending
  • Frequency Segments: Regular customers vs. occasional visitors
  • Service Preferences: Customers grouped by preferred services
  • Geographic Segments: Customers grouped by location and proximity

Custom Segments

  • Behavioral Segments: Create segments based on specific customer behaviors
  • Demographic Segments: Group customers by age, gender, or other demographics
  • Engagement Segments: Segment by loyalty program participation and engagement
  • Risk Segments: Identify at-risk customers for retention campaigns

Segment Actions

  • Targeted Promotions: Send specific offers to relevant customer segments
  • Service Recommendations: Suggest services based on segment preferences
  • Retention Campaigns: Special campaigns for at-risk customer segments
  • Referral Programs: Encourage high-value customers to refer others

Loyalty Program Management

Points & Rewards

  • Point Balance: View and manage customer loyalty point balances
  • Redemption History: Track reward redemptions and customer preferences
  • Tier Management: Manage customer tier levels and associated benefits
  • Manual Adjustments: Add or remove points for special circumstances

Program Analytics

  • Participation Rates: Monitor loyalty program enrollment and engagement
  • Redemption Patterns: Understand how customers use their rewards
  • Revenue Impact: Measure loyalty program impact on customer spending
  • Retention Analysis: Track how loyalty affects customer retention

Customer Service Tools

Issue Management

  • Complaint Tracking: Log and manage customer complaints and issues
  • Resolution Workflow: Systematic approach to resolving customer problems
  • Satisfaction Monitoring: Track customer satisfaction after issue resolution
  • Escalation Procedures: Automatic escalation for serious issues

Feedback Management

  • Review Collection: Systematic collection of customer reviews and feedback
  • Rating Analysis: Monitor and analyze customer ratings and trends
  • Improvement Actions: Use feedback to identify and implement improvements
  • Response Management: Respond to customer feedback and reviews

Customer Analytics

Behavior Analysis

  • Visit Frequency: Track how often customers return to your business
  • Service Patterns: Understand which services customers prefer and when
  • Spending Analysis: Monitor customer spending patterns and trends
  • Seasonal Behavior: Identify seasonal changes in customer behavior

Predictive Analytics

  • Churn Prediction: Identify customers likely to stop visiting
  • Lifetime Value: Predict long-term value of individual customers
  • Service Recommendations: AI-powered service suggestions for customers
  • Optimal Timing: Predict best times to contact customers with offers

Privacy & Compliance

Data Protection

  • GDPR Compliance: Built-in GDPR compliance tools and data protection
  • Consent Management: Track and manage customer consent for communications
  • Data Retention: Automatic data retention and deletion policies
  • Access Controls: Role-based access to customer data

Customer Rights

  • Data Access: Provide customers with their personal data upon request
  • Data Correction: Allow customers to correct their personal information
  • Data Deletion: Process customer requests for data deletion
  • Communication Opt-out: Easy opt-out from communications and marketing

Integration Features

CRM Integration

  • External CRM: Sync customer data with existing CRM systems
  • Email Marketing: Integration with email marketing platforms
  • Social Media: Connect customer profiles with social media accounts
  • Customer Support: Integration with customer support ticket systems

Business Intelligence

  • Customer 360: Complete view of customer across all business touchpoints
  • Cross-platform Data: Unified customer view across web, mobile, and PDQ
  • Third-party Data: Integrate customer data from external sources
  • Analytics Export: Export customer data for advanced analytics tools