The customer page
Each customer shows their balances kept apart — money owed on the Khata, their deposits and store credit, any metal account, and your pieces with them on memo — never added together.
Below: ring, bracelet and necklace sizes, language, preferences, wishlist, appointments, custom orders, repairs, layaways, tier, membership and referral code.
Tick the channels they agree to be contacted on. Every change is recorded with who did it and how they agreed. "Do not contact" stops everything.
Reminders, appointments and campaigns
Customers → Reminders & Campaigns
Every morning reminders are made: birthdays and anniversaries a week ahead, layaway payments coming due, a follow-up after a sale, a service reminder after a repair, and customers who have not been back for a while. Each has a one-tap WhatsApp message.
Segments find customers by tier, spend, last visit, birthday month, city, wishlist or what they owe — and export them. A campaign to a segment goes only to those who agreed to that channel: SMS and email are sent, WhatsApp becomes a list of one-tap links.
Privacy: from the customer page you can export everything held about them, or erase their personal details. Invoices stay (tax law) but carry no name.
This chapter describes the software as it is today. Every account gets the same guide inside the product, searchable and printable.