Clients

The card of a client: ways to reach them, categories, notes, history and turning reminders off.

Contact card (client card)A card is anyone the business deals with — a client, a supplier, someone looking for work. One card per person for the whole business.
Contact categoriesEvery card has one category — Clients, Not sorted, Spam, the kit's own like Suppliers, or the business's own. The category decides how Talemo treats the person.
Contact historyWhat was done with a card and who did it — a person, the assistant, the online admin with whoever approved it, or a chat.
Note and hidden fieldsThe note is for the team only. A role can be denied seeing or editing some fields of a card, and the online admin never sees the note and never reads the category.
Phone, email and messengers of a contactPhone numbers, email and messenger handles of a card; which of them are confirmed and which one is main, where reminders go.
Turning off reminders, confirmations and cancellation noticesA client who replied STOP, or asked the team, gets no visit confirmations, reminders or cancellation messages on any channel until they are turned back on.

Also searched as: salon CRM; client database for a salon; client card with visit history; CRM for beauty salon; customer list for small service business; appointment reminders opt out