Customer Management

Know every customer deeply.

Loyalty tiers, engagement scores, booking preferences, and industry-specific profiles — everything you need to treat every customer like your most valued regular.

GOLD

34

Visits

€1,240

Total spent

820

Points

Engagement score
82
Preferred timeMorning
Preferred staffLisa K.
Last visit14 Feb 2026
Loyalty active

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 cannot tell which customers generate the most revenue, who has not 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, always at hand

Loyalty tiers with points

Bronze, Silver, Gold, and Platinum tiers with automatic point accumulation per visit. Adjust points manually 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.

Ready to know your customers like never before?

See how Terminz turns every appointment into a deeper relationship. Request a demo.

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 manually 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.