Capture consultation leads into your POS for repeat customers

Sales reps miss repeat contacts when consultation forms create duplicate POS customers and scheduling confusion. Form entries create or update POS customers so reps manage appointments faster.

Overview

Duplicate POS customers create friction for sales reps and schedulers, risking missed appointments and weak follow-up. This workflow creates or updates customer records from consultation forms so reps see clear contact histories, eliminate duplicate entries, and keep follow-ups from falling through the cracks.

Notable Features

Create or update POS customers
Prevent duplicate customer records
Notify sales and schedulers instantly