The customer card brings together current glasses, prescription, purchases, points and consents. From there you open an exam, a pair of glasses, a quote or a sale without retyping anything. And privacy is signed on the tablet: no more binders full of forms.
Everything about a customer, on one screen
When a customer comes back, you don’t dig through paper and old orders. The card shows the glasses they wear today, their last exam with the prescription, what they bought and their loyalty points. From here you open a new exam, glasses, a quote or a sale with the customer already selected. Only staff with permission see the clinical part.
- The glasses they wear, from the last hand-over
- Last exam and prescription
- Purchase history and loyalty points
- New exam, glasses, quote or sale from here
- Clinical data visible only to authorised roles
Consents signed on screen
Privacy is collected on the store’s tablet or screen. First the staff view, then the customer’s full-screen view: they read the notice, choose channel by channel (marketing, WhatsApp, SMS, email, profiling), can object to their data being sent to the Sistema TS, and sign. The signed form stays on their card, and every change stays on record.
- Sign on a tablet, a touch screen or with the mouse
- Separate consent for each channel
- Customer objection to the Sistema TS
- Signed form with the store’s own template
- Every change stays on record
Points, rewards and promotions
The loyalty program gives points for every euro spent and has a rewards catalogue, a free gift or a discount, that you switch on when you want. The reward is used at the till as a discount, and from the customer card you redeem a reward or add points. Promotions cover everyday cases: second item, percentage or fixed discount, frame plus lenses.
- Points for every euro spent
- Rewards catalogue: free gift or discount
- Reward used at the till as a discount
- Promotions: second item, discount, frame plus lenses
- Set up by the owner and the manager
Labels to reach the right customer
Label whoever you like (contact lens wearers, people waiting for sunglasses) and filter the list in a moment. That’s how you build the right list for a promotion or a recall. And Today reminds you of the day’s birthdays.
- Free labels to group customers
- Customer list filtered by label
- The right list for a recall or a promotion
- Birthdays shown in Today
Frequently asked questions
Do I have to type in the date of birth?
No: if you have the tax code, the date of birth fills in on its own. It also feeds the birthdays and keeps the card complete without entering the same thing twice.
Who can see the prescription on the card?
Only the healthcare roles: owner, manager, optician and optometrist. Salespeople and stock clerks see purchases and contacts, but not the clinical part.
Do I need a special device for signatures?
No. A tablet or the store’s touch screen is enough; you can even sign with the mouse. The customer sees their own full-screen view, reads and signs.