How can we help?

Clientbook is a marketing solution that allows stores to track how their customers are progressing toward a purchase decision for higher-dollar item sales. Our integration with Clientbook requires that you have an active account with Clientbook and it will synchronize across customers, products, and transactions.

 

Activating the Clientbook Integration

To begin using the integration with Clientbook, in the upper right, click on the Admin Button that has your username and go to Settings > Integrations > Clientbook. (If you do not see that option, please contact support and we can activate it for you.) You'll see the following:

Click the Connect to Clientbook button. A popup will have you log into your Clientbook account.

Please Note: You may have more than one set of login credentials for Clientbook. The one you want to use in this integration is the App Login / Admin Login found in your Clientbook account settings shown below.

Once logged in, you'll be taken back to the Clientbook settings tab and you'll see the following:

On the General Settings tab, you have the ability to Disconnect Account if you need. On all tabs in the upper right, you have the ability to Refresh Clientbook Mappings (use this if you have adjusted any Data Mappings), Remove Product Duplicates (use this only if you see items duplicated by the integration), and to Resync (use this if recently added Customers, Products, or recently completed Transactions are not syncing).

You'll have a new side tab for Data Mapping, as pictured above, and you can begin looking at how Clientbook and our system will synchronize your data by clicking that tab.

If you have a single Location for your store, you should see the default data mapping items pictured below automatically. If you have more than one Location, you will need to map your primary system Location to your primary Clientbook location in the area in red below.

Once you have mapped your primary Location, if you have other Locations that need to connect with Clientbook, click +Add Another Connection and select the Location in our system from the drop-list and the location name from Clientbook, and the integration will connect them.

Once you have your first connection for locations set, you'll see default fields for Customers and Products that will be linked and grayed out. Those are all date points that are already mapped and that will not change. You are able to map other data fields in those areas if you wish. Click the +Add Another Connection and you will see options from each provider of possible data fields you can connect, as in the example below.

Please note, that if you have an item in Clientbook that is not yet in our system for your Customers, you will need to go to Settings > POS Settings > Customers and at the bottom add a Custom Field for that item so it will show up in the list. Similarly, if you have an item on your list in our system, you will need to add it as a custom field for your customers in Clientbook in order for it to appear here.

In the same way, if there are Product details that are in Clientbook that are not yet in the system, you will need to go to Settings > POS Settings > Products and at the bottom of the tab, add Custom Product Fields for whatever is needed. If you don't see it there, click here to learn how to activate and work with Custom Product Fields (this link will open in a new tab for you). If you have a product data field in our system that does not have a corresponding match in Clientbook, you will need to use their system to create that custom field so you can connect it in this area.

After you have mapped the data fields the system will be synchronizing those data items between both system as you add or change things. If you find you don't need a connection you've made, the X on the right of the item will remove it. Please note that the Save button is in the upper right.

If you have created Tailored Lists in our system or Collections in Clientbook, you will also see a section at the bottom of this area for the data that will sync. This area does not have any optional fields:

 

Customers, Products, and Transactions

Once you have set up your integration as above, your full list of Customers will be available to you in Clientbook, and customers that were only in Clientbook will also be available in your list of Customers in our system. As you add customers, the system will automatically synchronize them between systems.

Your products and transactions can be synced between systems as well. Under Settings > Integrations > Clientbook > Synced Data, you can see totals for all Customers, Products, and Transactions synced with Clientbook. 

 

Tailored Lists

You are able to sync Collections from Clientbook and you can create them in our system as well. To start a Tailored List for a customer, go to Customers > Lists. For full details on this functionality, click here. Below are some key areas where you can work with Tailored Lists.

On the Tailored Lists page, you will see any Collections you have already made in Clientbook, as well as any Tailored Lists you might make in the system. You can search the list if you need, or filter by Events or Creators. You also have control over pagination and how many items show per page at the bottom.

To create a new Tailored List, click the +Lists button in the upper right.

When creating a new list, you'll be working in the Add / Edit List window. Here is how to build your lists:

1. Search for the Customer you want.
2. Set a Name for your list.
3. Choose from a premade list of Events or click the + button to create an Event name.
4. Set the Date for the event.
5. Set the name of the list Creator.
6. In the View drop-list, set whether the list will just be visible to the Store or if it will also be visible to the Customer.
7. Add Notes if needed, they will not be visible to customers.
8. Use the search to Add Products to the list, there is no limit to how many you add.
9. You can click the Add All Products to Till link to add all the products you've loaded into the current list into the Register where you can either save a Quote or complete a purchase.
10. For each product line-item, you are able to adjust the Price you are offering to the Customer in the Tailored List. This does not change the saved base Price or Sale Price of the product, it only applies to the current list.
11. You can Save the list even if you haven't finished it and you can always reopen it to add more items or adjust anything you need. Clicking Share will copy the URL of a web page for the list so you can email it, text it, or share it some other way with a Customer. You can Print the list, or Delete it if needed (the system will make you confirm deletion), or if you don't need to save any changes, you can Cancel to close the window without saving.

You can also access and work with your Tailored Lists at the Customer level when viewing the full customer details. You will see a tab for Lists and you can view Tailored Lists and edit them if needed, and if the customer has any Gift Registry or Wish Lists, the Gift Registry tab will allow you to view those as well.

Finally, you are also able to access lists for a customer when in the Register. With the Customer loaded, if you click on any of the Customer Action icons in the upper right, scroll to the bottom of the Customer Actions panel, and you'll see a section for Tailored Lists. You can click the + to create a new list as detailed above, or click a Tailored List you see to edit it or load items from it as needed.