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Want to level up your customer service and build a loyal following that keeps coming back? Timely makes it simple. Learn how to instantly spot your newest clients and most valuable VIPs right from your calendar. By knowing who's who at a glance, you can tailor every interaction, build stronger relationships and watch your business thrive. In this article, you will learn how to identify different types of clients and how to mark them as a VIP.
How to identify returning customers
Timely recognises a customer as returning if:
- They have a booking marked as completed in the calendar
- The book next button is used to make a new appointment for them (from a previous appointment)
- This applies to desktop, mobile and the iOS app
- The book next button is used from the calendar sidebar
How to identify new customers
Timely highlights new customer bookings in your calendar view. Whether booked online to added manually, new client appointments will have a new icon against it. Clicking on the appointment brings into view additional ways a new client is highlighted, when you open their details in the sidebar, you will be able to see that it is a new client. Timely recognises a customer as new if:
- You have just added them as a new customer
- They have never had a completed appointment with you before
- A customer will still be counted as (NEW) if they confirmed bookings that haven't been completed
How to mark a client as a VIP