Deliver every time · Develop every associate
Know what to do every day.
The Today page puts appointments, reminders and opportunities in one place, so associates live in Clientbook, not in a to-do pile.
What your team does with it
Deliver every time
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Today page
Appointments, reminders, sales opportunities, payment requests, a daily client-contact goal and a team leaderboard.
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Context with every name
The guest’s story travels with the reminder.
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AI Insights
Spots the clients most ready to buy next, and the regulars who haven’t bought when they usually do. Suggests a message for birthdays, anniversaries and other life events, to send as is or edit. The associate makes the call.
Develop every associate
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Coach from their view
A leader switches into an associate’s Today page to coach them.
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The Today page. Reminders, sales opportunities and appointments, with a daily client-contact goal and a team leaderboard.
Clientbook screens with sample data.
An AI Insights suggestion, like: “Trina may be ready to buy. Trina typically buys about every 3 months, but it’s been over 6 months since her last purchase,” with the suggested message. The demo account had none on Nov 9.
What you see as the owner
Who was on the list, who followed through, and who skipped or left work incomplete.
“After just three weeks, we’ve already earned more sales because our sales associates are more prepared and more knowledgeable.”
Clientbook Handoff
Every store should run Handoff. Some stores should also have CRM for associates who want a daily process.