Announcement: Clientbook Integration

January 19, 2023 By Angela Chiaravalle General Integrated Partner, Clientbook, Integration, Edge Partner

Announcement!

The Edge/Clientbook Integration is now fully released!

Clientbook and The Edge are pleased to announce the full release of their integration and partnership. Together, Clientbook and The Edge are transforming the jewelry industry and driving Clienteling efforts and repeat business for jewelers. This timely and relevant integration addresses the increased need for jewelers to personalize offers and leverage their customer data.

"Combining Clientbook's mobile Clienteling capabilities with our point-of-sale solution creates an enormous value for our clients," says The Edge's CEO and founder, Dick Abbott.

To learn more about this integration and partnership, schedule a demo today at: demo.clientbook.com

Frequently Asked Questions

What does the integration synchronize?

Some data will transfer one way (unidirectional) while other data will stay synchronized between the two platforms (bidirectional).

Customers (bidirectional)
Purchase History (unidirectional, Edge uploads to Clientbook)
Wish Lists (bidirectional)
Notes (bidirectional)
Inventory (unidirectional, Edge uploads to Clientbook)
Email/SMS Messages (unidirectional, Clientbook downloads to Edge)

Can I use Clientbook for my Edge notifications?

Yes! The Edge can utilize Clientbook as your text message (SMS) provider and will use their backend to send your Edge notifications. These notifications will not, however, appear anywhere in the Clientbook app.

Does Clientbook support reviews?

Yes! Clientbook reviews are fully integrated giving you the ability to email or text review requests directly from POS during the checkout process.

About Clientbook

Clientbook is a platform and mobile app that facilitates easy clienteling by retail jewelry sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales. Clientbook also drives relationship building by keeping track of the details in a client’s life so that the sales associate can focus on the relationship and give the guidance clients want.

To learn more, visit www.clientbook.com.