Customer Notes
Every preference, requirement and occasion, on the record.
The problem
Details taken over the phone get forgotten between the call and the visit. A missed requirement is a poor experience; a missed occasion is a missed moment.
Sapiens asks about requirements and preferences and notes special occasions — so your team is ready before the customer walks in.
0
details lost — every note reaches your team
How it works
- 1
Tell us what to ask
The questions and details you want captured.
- 2
We set it up
Notes map to the right field in your booking system.
- 3
Go live
Every booking arrives with the details attached.
- 4
Wow the customer
Your team is ready before they arrive.
What's included
- Captures requirements and preferences
- Notes birthdays, anniversaries and milestones
- Attaches notes to the booking automatically
- Flags returning and VIP customers
- Nothing forgotten between the call and the visit
Common questions
Where do the notes go?
Straight onto the booking in your system, so your team sees them without anyone re-typing.
Can it handle special requirements?
It captures them clearly and flags them prominently — and always defers to your team's own procedures.
Want customer notes running in your business?
It comes as part of one package — with a free first week. Please get in touch.
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