Client Management
The ability to manage clients is a core feature of DiaryBook. Client records are used within appointments as a reference for the users. In addition client records build a history of appointments and messages to and from DiaryBook.
Appointment History
The client records keep a history of appointments. The user can open a dedicated tab for each client to get an overview of the client's attendance record, to access the history of appointments as well as any future appointments booked and to see a history of messages sent and received from DiaryBook.
Address Information
Many of the fields in the client window are for reference only. Some however are used by the DiaryBook system in the course of sending reminders.
Mobile number: this field determines where the SMS text reminders are sent
Email address: this field determines where the email reminders are sent
Merge Information
The automatic appointment reminder system offers merge fields which take their information from the client record.
Field |
Meaning |
Example |
^^first^^ |
The first name of the client |
Amanda |
^^firstname^^ |
The first name of the client |
Amanda |
^^name^^ |
The first name of the client |
Amanda |
^^last^^ |
The last name of the client |
Smyth |
^^lastname^^ |
The last name of the client |
Smyth |
^^surname^^ |
The last name of the client |
Smyth |
^^fullname^^ |
The first and last name of the client |
Amanda Smyth |
^^org^^ |
The name of the company |
Orbital Dream Ltd |
^^company^^ |
The name of the company |
Orbital Dream Ltd |
^^email^^ |
The client's email address |
info@orbitaldream.com |
^^mobile^^ |
The client's mobile number |
+447899777xxx |
^^fax^^ |
The client's fax number |
01392897xxx |
^^website^^ |
The client's web address |
www.orbitaldream.com |
^^add1^^ |
Address - line 1 |
|
^^add2^^ |
Address - line 2 |
|
^^add3^^ |
Address - line 3 |
|
^^add4^^ |
Address - line 4 |
|
^^add5^^ |
Address - line 5 |
Lapsed Clients
Clients can be organised in to groups. The user can create groups of clients based on the length of time since their last appointment and send those groups text and/or email messages. This routine is generally used to remind clients that they are due to make another appointment and to drive new appointment making.
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