Know Your Customers, Grow Your Business
Build lasting relationships with comprehensive customer profiles, booking history, and personalized service that keeps them coming back
Everything You Need to Manage Customer Relationships
From first contact to loyal regulars, keep track of every detail that matters
Comprehensive Customer Profiles
Store all customer information in one place: contact details, preferences, allergies, special requests, and more. Access everything you need to deliver exceptional, personalized service.
Complete Booking History
See every appointment and service at a glance. Complete booking history and payment history for each customer, helping you provide better service.
Payment & Transaction Records
Track customer booking history and payments made via bookings. Know exactly where each customer stands financially.
Private Notes
Add private notes that only your staff can see. Remember important details that make every visit special.
Customer Self-Service Portal
Customers can subscribe and unsubscribe to communications, fill in forms, and leave reviews — reducing admin work for your team.
Powerful Features for Better Relationships
Quick Search & Filters
Find any customer instantly by name, phone, email, or booking details. Simple and efficient customer search.
Health Information Management
Securely store health questionnaires, medical history, allergies, and contraindications. Ensure safe, compliant service every time.
Multi-Location Support
Customers are unique per company. Each location maintains its own customer records for clear, independent management.
Privacy & Consent Management
Customers control their communication preferences. They can subscribe, unsubscribe, fill in forms, and leave reviews at any time.
Merge & Clean Customer Data
Find and merge duplicate customer records safely, with a preview before anything changes. Keep one clean history per customer.
Segments, Labels & CSV Export
Organise customers with labels and segments, then export your full customer list to CSV for marketing or accounting.
How It Works
Customer Profile Created
When someone makes their first booking, a customer profile is automatically created with their contact details and preferences. You can add additional information manually at any time.
History Builds Automatically
Every booking, payment, and form submission is automatically logged to their profile. Build a complete picture without manual data entry.
Personalize Every Visit
Before each appointment, review their profile: past services, preferences, notes, and any special requirements. Deliver personalized service that exceeds expectations.
Grow Loyalty Over Time
Use insights from customer data to send targeted offers, reward loyalty, and re-engage customers who haven't visited recently. Turn first-timers into regulars.
Ready to Build Stronger Customer Relationships?
Start your free trial and see how Receptioner fits your business
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