Customer Profile

InFlo’s Customer Profile feature is designed to provide comprehensive, up-to-date information about your customers, ensuring effective communication, sales, marketing, and customer satisfaction. By maintaining accurate and accessible customer data, you enhance team collaboration, create personalized sales strategies, and make your clients feel confident in your services.

Key Benefits:

• Centralized Information: Vital customer details are organized for quick access.
• Change Tracking: Easily identify who made changes to a customer’s key data and when.
• Enhanced Communication: Supports targeted marketing and better sales interactions.

Accessing Customer Profiles:

1. Search Bar: Use the top banner’s search bar to find a customer by name, phone number, or email.
2. Appointment Side Panel: Open the customer profile directly from the appointment side panel. Learn how here.
3. Chat Feature: If the chat feature is available, click on the customer’s name in the chat pop-up to open their profile.
4. Customer Settings Page: Navigate to the Customers settings section to search for and manage customer profiles.

By offering multiple access points, InFlo ensures that customer profiles are always at your fingertips, empowering your staff with the tools to deliver exceptional service. Now lets go over all the different features of the customer profile. 

The customer profile is broken up into two main sections. 

Customer Overview: Provides purchase history, transaction overview, manage packages and more daily operations relating to the client. 

Customer Edit: Allows you to make changes to client profile, preferences, documents and forms.