Maintain a unified customer database, track their visit history and preferences, segment your audience, and launch personalized communications. SmartBook combines CRM, scheduling, and online booking — from the first visit to repeat sales.
The system is suitable for companies of any size: from beauty salons and yoga studios to sports clubs, medical centers, and educational institutions.
Key Features
- Unified customer card: contacts, tags, notes, preferred services and staff, booking and payment history.
- Flexible segmentation: filters by services, employees, visit status, period, amount, visit frequency, and source.
- Personalized communication: automatic notifications and reminders via Telegram and SMS, bulk messages by segments.
- Online booking without a manager: a personal landing page showing only available booking slots.
- Interaction history: who booked what and when, visit statuses, and manager comments.
- Reports and analytics: bookings, revenue, “pending amount,” campaign effectiveness, and customer retention.
- Security and access control: role-based permissions (employee, manager, administrator), activity tracking, and data protection.
How it works with the schedule
SmartBook automatically generates booking windows based on service duration and the interval settings of each employee.
For example, if a specialist works only in one-hour intervals, available slots will be built accordingly.
Combine group sessions and individual services: schedule group classes on specific days and times,
and offer one-on-one appointments in the remaining hours.
Vacation, sick leave, and absence periods are automatically excluded from online booking so that customers see only available time slots.
Complete customer interaction history
Each customer in the system has their own profile card containing all key data — contact information, booking history, feedback, cancellations, and preferences regarding time and specialists. This allows staff to quickly understand customer needs, offer suitable services, and improve the quality of service based on real data.
Analytics and segmentation
Based on collected data, you can create customer segments using various criteria: visit frequency, average check, preferred services or staff, and booking behavior. Such selections allow you to better understand your audience and use this data for personalized offers and loyalty strategies.
Automated communication
The system supports automatic notifications and reminders — both standard (about upcoming appointments) and marketing (such as birthday greetings or discounts for favorite services). Thanks to personalization, such messages are perceived as care, not spam — increasing trust and engagement.
Customer loyalty and retention growth
Customer management is not just about data storage — it’s a powerful tool for building long-term relationships. By tracking customer behavior, you can timely offer repeat visits, service packages, or loyalty programs. And with precise revenue statistics per customer, businesses can focus on the most valuable segments and increase overall profit.