Introduction
Understanding a client’s service and purchase history is crucial for providing personalized, top-tier service. Here’s how you can easily access this information through Noona HQ.
Feel free to watch the video below, or continue reading for more detail:
Viewing a Client’s Service History
You have two quick ways to view a client’s previous services:
1. From an Appointment
Click on the Appointment in your calendar.
Scroll down to the bottom of the page to view the client’s Service History.
2. From the Clients Page
Navigate to the Clients page from your dashboard.
Search for or select a client.
View:
Total number of appointments.
Date of the next scheduled appointment.
Tip: Identifying your most loyal customers 🏆 is a great way to prioritize client care and retention strategies!
Viewing a Client’s Product Purchase History
Important:
To access product purchase history, you must have the Point of Sale power-up activated.
How to Check if You Have the Point of Sale Power-Up
Go to Settings > Subscriptions.
Under Your Plan, look for Point of Sale.
If you see it listed, you’re good to go!
If not, you’ll need to unlock it to enable this feature 📈.
How to View Product Purchases
Once you have the Point of Sale activated:
Checkout Customers directly from the Calendar.
On the Checkout Screen, you will see a list of products the client has previously purchased.
This feature not only improves client service but also creates excellent upselling opportunities!
Why This Matters
By knowing both the services and products your clients have used in the past, you can:
Offer more personalized recommendations.
Suggest relevant products or upgrades.
Enhance client satisfaction and loyalty 🚀.
Need Help?
If you need assistance unlocking the Point of Sale feature or have any other questions, our team is ready to help.
Simply reach out through the chat bubble or email us on [email protected] ❤️