Appointments
Service bookings, staff, slot, status and no-show tracking.
Memberships
Membership plans, benefits, balance/credits and expiry.
Services
Service catalogue, duration, pricing and category.
Packages
Prepaid packages, sessions remaining and expiry.
Staff Roster
Stylist/therapist schedule, availability and assignment.
Client History
Past services, preferences, notes and rebooking patterns.
Rebooking & Retention
Next visit, reminders, inactive customers and retention actions.
Retail & Consumables
Product/consumable notes, low stock and retail follow-up.
Loyalty
Loyalty status, offers, VIP customers and referral tracking.
Feedback & Reviews
Feedback, service recovery and review request follow-up.
Online Booking
Self-booking, branch/provider availability, waitlist and booking source tracking.
POS & Checkout
Services, retail products, packages, discounts, taxes, tips and payment status.
Service Notes & Formulas
Client preferences, treatment notes, colour/formula history and before/after references.
Waitlist
Fill cancellations from a consented waitlist based on service, provider and preferred time.
Staff Commissions
Service/product commission rules, contribution and payout visibility.
Gift Cards
Gift card issue, balance, redemption, expiry and recipient tracking.
Retention Triggers
Rebooking, birthday, membership renewal, lapsed-client and win-back automations.
Industry Pipeline
Industry Lead Fields
- Preferred Service
- Preferred Staff
- Preferred Time
- Branch
Included in every Nexus CRM
- Lead & contact management
- Sales pipelines and deal tracking
- Tasks, reminders and activity history
- WhatsApp and email communication
- Campaigns, sequences and consent management
- Workflow automation
- AI support and sales assistance
- Employee directory and attendance
- Custom fields and client change requests
- Integrations hub and API-ready connectors
- Subscription access control and billing
- Role-based Client Admin, Manager, Sales and HR access