Managing customer records 'layer'

Handling customers data (including collecting signatures) is an important sub-layer in the BRM system.

It has many facets.

The 'data' that you collect from your customers.

• core data (e.g. Name, email, address)
• custom data - things you define that make sense for your business.  E.g. driver's licence ID
• DIN information. If you operate ski rental you may want to collect DIN info like 'skier style'
• Signature(s)

How & where you collect this data

• Inbound scenarios
  • customer uses one of your tablets to collect data
  • customer uses a QR code to pull up input form on their phone
  • you post the input form on your website (coming soon)
• 2-way scenarios
  • Automatic
    • you may want to customise your auto-responses for online booking to include a digital signature link.
  • Manual
    • your customer booked online and you need to beam their record to a tablet to collect signature
    • you took a reservation over the phone and need to email to a customer 

See Also

DIN data 

Setting up your Kiosks to collect data 

Detecting which reservations have been signed (from the list and detail views) 

Beaming data to a tablet to collect a signature 

Collecting signatures via email