Customer management that knows every client.
Loyalty tiers, engagement scores, booking preferences, and industry-specific profiles: everything you need to treat every customer like your most valued regular.
Sound familiar?
- No memory between appointments
- Every visit starts from scratch. Staff ask the same questions, customers repeat their preferences, and nothing carries forward. You lose context every single time.
- No idea who your best customers are
- You can't tell which customers generate the most revenue, who hasn't returned in months, or who is at risk of churning, because the engagement data is simply not tracked.
- Customer data scattered everywhere
- Contact details in one place, notes on paper, booking history somewhere else, loyalty points in a separate spreadsheet. Finding anything takes too long.
Every detail in the customer record, at hand
Loyalty tiers with points
Bronze, Silver, Gold, and Platinum tiers with automatic point accumulation per visit. Adjust points by hand with a reason log. Customers earn their way up and stay.
Customer segmentation and group discounts
Create customer groups with automatic assignment rules, percentage or fixed discounts, and special perks. Target your VIPs, regulars, and at-risk customers with precision.
Booking preferences tracking
Preferred time slots (morning, afternoon, evening), preferred staff, preferred locations, and preferred days, stored automatically and surfaced at the moment they matter.
Engagement scoring and at-risk detection
A 0 to 100 engagement score based on visit frequency, spend, and cancellation rate. Spot at-risk customers before they leave and act while there is still time.
Industry-specific profiles
Built-in profile extensions for medical, fitness, legal, vehicle, and pet service industries. Capture the fields your business actually needs, not generic CRM fields.
GDPR-compliant data management
Export a full customer data profile on request, anonymise records for erasure, and manage consent, all built in. Compliance without manual overhead.
What it looks like
Frequently asked questions
How does the loyalty tier system work?
Customers automatically accumulate points with each visit and move through Bronze, Silver, Gold, and Platinum tiers. Managers can adjust points at any time with a logged reason. Tier status is visible on every customer profile and in the booking flow.
What are customer groups and how do group discounts work?
Customer groups let you segment your client base with automatic assignment rules. Each group can have a percentage or fixed-amount discount applied at checkout, plus special perks. Groups can also have expiring memberships for time-limited access.
How does Terminz handle GDPR data deletion requests?
You can export a customer's complete data profile or fully anonymise their record at any time, removing personally identifiable information while preserving aggregate reporting data. Both actions are available directly from the customer profile in your dashboard.
What does the engagement score measure?
The engagement score (0 to 100) is calculated from visit frequency, total spend, booking completion rate, and days since last visit. It gives you an at-a-glance signal of how active a customer is, so you can act on low scores before a customer drifts away.
Which industries get specialised profile fields?
Terminz includes dedicated profile extensions for medical (health notes, contraindications), fitness (goals, measurements, trainer notes), legal (case references), vehicle (make, model, registration), and pet services (breed, age, vet info), in addition to standard contact and preference fields.
Ready to know your customers
See how Terminz turns every appointment into a deeper relationship. Request a demo.