Really know your customers
Stay one step ahead, with details customer records and insights
A secure, extensive, easy to access location for all customer information
Customer Segments
Create segments of customers that share similar traits to better understand your mix of customers as well as send targeted email campaigns.
Customer Profiles
Store all your client information in one centralised location - from appointment history and loyalty points to secure contact details. It gives you everything you need to create a thorough customer experience.
Document & Image Uploads
Attribute photos and documents to a specific customer with a custom upload option, which immediately adds that file to the customers profile for easy access when you need it!
PNG
JPEG
SVG
DOC
XLS
PPT
TXT
CSV
ZIP
MP3
MP4
PNG
JPEG
SVG
DOC
XLS
Notes
Capturing information on customers is a great way to create stronger connections. Adding SOAP notes and formulas is simple in Ovatu and is immediately attributed to an individual customer!
Customer Filters
Need to find a customer with a specific attribute? Easily filter your entire customer database based on a wide range of available filters.
Custom Fields
Need some information that's not common? Add custom fields to your customer profiles to collect and store any type of information you need to capture.
Online Account
Empower your customers with self-service capabilities. They can easily manage their accounts, update contact details, complete forms, and view upcoming appointments online.
Forms
Create dynamic, highly customisable forms for your clients to gather specific information; from consultations, medical history, treatment records, patch test records, to treatment disclaimers/waivers.
Demo
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