Enterprise Manager Clients Overview

1. Adding an Age Group

Age groups help classify clients for targeted marketing, like "Set & Forget Marketing."

• Navigate to the configuration menu and expand "Clients."
• Select "Age Groups" and create a new group with a name, optional description, and settings:
  • Mark as active or default.
  • Identify if it's for children.
• Save changes and close the tab.

2. Adding an Occupation

Classify clients by their professional background for personalized marketing.

• Access the "Occupations" section under "Clients."
• Add a new occupation with a name and optional description.
• Enable settings to make it active or default.
• Save and exit.

3. Adding a Referral Method

Track how clients discover your business for better marketing analysis.

• Under "Clients," select "Referral Methods."
• Add new methods (e.g., "Search Engine") and descriptions.
• Choose default settings and save the configuration.

4. Client Search Tools

Locate client details efficiently with two search methods:

Detailed Search

• Enter specific criteria and submit.
• Export results in CSV format for external use.

Keyword Search

• Search across all fields using keywords or phrases.
• Use wildcards (*, ?) for broader searches.
• View and manage results directly.

5. Adding and Managing Clubs

Clubs offer loyalty rewards for client retention and engagement.

Setup

• Create a club and configure:
  • Point accrual for spending.
  • Expiry settings for membership and points.
  • Discounts or cost-price purchases for members.

Point Configuration

• Define earning rates and redemption rules.
• Enable point rollover when switching clubs.
• Specify redeemable days and minimum points for usage.