ClienTrak Spa and Salon Software

Page 1

Welcome to Take a quick tour of ClienTrak! Spa and Salon Software. Check out the exciting and helpful features that our spa and salon software offers.

To see the presentation, click the "Next" button below or on a category from our Main Menu to go directly to that operation. 1-800-397-4582 http:// www.clientrak.com

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MAIN MENU Our easy to use, point and click menu lets you choose the operation you want and get started with one click.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS Click on the Clients button on the Main Menu to access your Client records or enter Client information. This provides the basis for the powerful marketing capabilities of ClienTrak!.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS CLIENT WORKSHEET The Client Worksheet includes demographic and marketing information.There is also an area for comments.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS CLIENT LOOKUP Our quick lookup lets you find a Client record by simply entering all or part of the last name, first name or telephone number, then clicking "OK.� To lookup a Client using other fields, click the "Super" button to access Super Search, and lookup using any Client information.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS SEARCH RESULTS The Search Results lists all Clients fitting the criteria you entered. Simply select the Client whose record you wish to access, then click "OK."

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS CLIENT WORKSHEET The Client Worksheet includes scheduling information such as first and last visit and the option to enter a date to contact the Client regarding the next visit. There is also an area for Comments.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS HISTORY TAB ClienTrak! stores an unlimited history of your Client's services and retail purchases. This will help you better service your client by understanding their buying habits.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


CLIENTS INDEX TAB You can store unlimited memo information on any service, condition or client preference. Keep progress notes and comments made by the client or service provider.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


APPOINTMENTS BOOKING AN APPOINTMENT ClienTrak! eliminates the paper Appointment Book with our efficient, easy to use, on-screen, at-a-glance booking system.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


APPOINTMENTS BOOKING AN APPOINTMENT ClienTrak!'s colorful, at-a-glance Appointment Scheduler allows you to book appointments, look up appointments, access Client records and even checkout Clients when their service is completed — and that's only the beginning!

©2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


APPOINTMENTS CALLER I.D. With ClienTrak!'s built-in Caller I.D. software you can see who's calling right at the computer. To book an appointment, simply click the Booking icon next to the Client's name.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


APPOINTMENTS SCHEDULING OPTIONS You can perform many functions right from the at-a-glance Appointment Scheduler including booking entire treatment packages involving multiple appointments, blocking out time for non-service related reasons, creating standing appointments and waiting lists. This increases staff productivity and saves time.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


APPOINTMENTS CLIENTCALLS Ask us about our Automated Appointment Reminders service which saves you time and dollars by autoconfirming appointments.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER There are three ways to access the Cash Register: Click on the Register button in the Main Menu, click on the Register tab from any Client record or go directly to checkout from our at-a-glance Appointment Scheduler.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER The easiest and most efficient way to checkout a Client is to start at the Appointment Scheduler. Simply right-click on Client's appointment to bring up the Register screen.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER CASH REGISTER The Register screen automatically shows the services provided, prices and totals. You can add other Services or Retail purchases to the ticket prior to checkout. You can also enter tips to be charged and assign them to individual staff. When all Services and Retail for the visit are entered, click the "End Charges" button to complete the checkout process.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER CHOOSE PAYMENT TYPE To take payment, choose from the Pay Type pop up menu at the bottom of the screen. We'll choose "Visa" to take a credit or debit card payment using ClienTrak! Credit Card Processing. ClienTrak! Credit Card Processing gives you below market rates for credit and debit card transactions which can save you up to 20 PERCENT on every sale!

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER CREDIT CARD The total to be charged to the credit card is entered. Simply swipe the client's card to complete the information, or enter it into the fields provided. The entire checkout process takes only a few seconds and provides all the marketing information you need to better control your business.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REGISTER After checkout, you can return to the Client record to see that today's service has also been added to your Client's history automatically.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MARKETING Access the HUNDREDS of business-building marketing tools ClienTrak! offers by clicking on the Marketing button in the Main Menu.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MARKETING This screen is the center of your Marketing activities. From here, you can choose to send out promotions, reminders, birthday cards and select Clients to receive your messages by a wide range of criteria. By combining selections you can better target your marketing.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MARKETING For instance, ClienTrak!'s Marketing functions make it simple to send birthday cards or emails to all of your clients within any specified date range. Birthdays are a fantastic way to promote your business when you send a personal greeting, reminder and offer all in one!

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MARKETING GIFT CERTIFICATES ClienTrak! makes it easy to issue and redeem Gift Certificates.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


MARKETING GIFT CARDS ClienTrak! helps you sell more through the use of Gift Cards, which have been proven to increase gift certificates sales by as much as 50 PERCENT! These attractive cards are barcoded and can be sold just like Gift Certificates through the Cash Register screen.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.373.1684 or visit www.clientrak.com.


INVENTORY The Inventory button on the Main Menu takes you to ClienTrak!’s Inventory Management system.

©2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


INVENTORY INVENTORY MENU The ClienTrak! Inventory Management System keeps track of retail purchases and sales as well as vendor records. The system provides sophisticated reporting for dependable Inventory control.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


INVENTORY INVENTORY ITEM RECORD As items are sold, ClienTrak! automatically updates information to reflect your current in-stock inventory. This makes reordering easy and ensures you will never be out of your clients' favorites.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


INVENTORY INVENTORY REPORTS ClienTrak!'s powerful Reporting System makes managing your inventory simple and easy.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REPORTS ClienTrak! tracks and gathers the necessary information on your Clients. Our complete Reporting System provides fast, accurate information to help you make more informed decisions.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REPORTS Our extensive menu of Reports helps you review your sales, staff performance, scheduling and more in simple, easyto-read formats that are always up to date.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


REPORTS Charts and graphs let you view your information in a variety of ways as well as create easy to review methods for setting goals and tracking progress.

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


ACCESSORIES Optional PIN pad and processing Terminal let you integrate ClienTrak! Credit Card Processing with wholesale rates and savings up to 1/2 20PERCENT! Percent !

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


ACCESSORIES ClienTrak! offers accessories to create a complete Point of Sale system! Printer Scanner Cash Drawer Caller ID

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


ACCESSORIES With ClienTrak! you can even go wireless!

WIRELESS!

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


For more information, or to get started with ClienTrak!, call today!

1-800-397-4582

Order Now !

Š2007 ClienTrak! Software. All Rights Reserved.

Contact ClienTrak! at 1.800.397.4582 or visit www.clientrak.com.


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