Customers

Changing the order of customer groups
Using Versum, you can freely change the order of customer groups. It allows you to keep the most important groups at the top of the list and related groups...
Mon, 11 Mar, 2019 at 8:12 AM
Customers' revenue stats
Versum automatically generates revenue stats for all customers. It allows you to check how much each customer has spent on products and services. With this...
Mon, 16 Mar, 2020 at 10:09 AM
How to block messages for an individual customer
A vast majority of customers appreciate appointment reminders and other SMS text and email messages. However, some may not wish to receive them. Using Vers...
Mon, 16 Mar, 2020 at 10:11 AM
Finding customers in the customer database
In order to quickly find customers in your customer database in Versum, you can use the global search box, available wherever you are in Versum, at the top...
Mon, 16 Mar, 2020 at 10:19 AM
Sorting the customer database
You can sort the customers in several ways: by the last name, first name, age, birth date, adding date and contact details: Adittionaly, having us...
Mon, 11 Mar, 2019 at 8:13 AM
Creating custom fields (adjusting the customer records to your needs)
Versum lets you define your own custom fields in the customer record. You can add up to 50 such fields. This way you can store information on the natural h...
Mon, 16 Mar, 2020 at 10:31 AM
How to find customers who stopped visiting you
In order to quickly find customers who stopped using your services, you can use the no appointments booked search criterion (more on search criteria). Onc...
Mon, 16 Mar, 2020 at 10:45 AM
How to block online booking for a single client (individual booking limit)
If a customer books his or her appointments online and tends to miss them, you may want to set a limit for online bookings for this customer or block it al...
Wed, 6 Feb, 2019 at 3:11 PM
Customer acquisition sources
Versum allows you to specify where you get your customers from. Apart from default acquisition sources, you can also define your own, customised ones. ...
Mon, 16 Mar, 2020 at 10:52 AM
Automatic customer record numbering
Thanks to the automatic customer record numbering feature, you don't need to enter customer record ID's for new clients - they will be added automa...
Mon, 16 Mar, 2020 at 10:53 AM