Collecting and using data

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ClaireL

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Hi All

I obviously keep client records which detail name address email address etc - I keep these safe password protected on my computer on a spreadsheet as well paper-based what Im also recording is DOB, last appointment date and what it was for as well as last spend amount. Ive also got a record of my average price of my treatments what I plan to do is filter on birthdays, how long since last appointment, amount spent etc

Do other owners/mobile techs do this and is there anything Ive missed?

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