Customer Data Management and Appointment Handling Quiz
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Questions and Answers

What is required for the use of a customer's data for sending emails related to reservations, marketing communications and promotions?

  • The customer's permission (correct)
  • The customer's signature
  • The customer's address
  • The customer's phone number

    • How can the customer's consent be sent?

  • By SMS (correct)
  • By post
  • By email
  • By fax

    • Where is the "move" icon located?

  • At the top left of the appointment pop-up
  • At the top right of the appointment pop-up
  • At the bottom left of the appointment pop-up
  • At the bottom right of the appointment pop-up (correct)

    • How is it indicated that a customer has completed their appointment?

    <p>The appointment changes colour from green to grey</p> Signup and view all the answers

    What can be found in the "Cashier" tab of the UALABUSINESS management tool?

    <p>A list of all customers present</p> Signup and view all the answers

    What does the customer list provide?

    <p>An overview of the services that have been provided to the customers</p> Signup and view all the answers

    How is it possible to combine several means of payment for the collection of the same customer?

    <p>By clicking on the icons next to the customer's name</p> Signup and view all the answers

    What is possible to do by clicking on the icons next to the customer's name?

    <p>View the customer's details and update or modify them</p> Signup and view all the answers

    How is it possible to create a promotion/subscription/gift card etc. for a customer?

    <p>By clicking on the subscription icon</p> Signup and view all the answers

    What is the colour of an appointment after it has been checked out?

    <p>Grey</p> Signup and view all the answers

    Study Notes

    • The customer's consent is required for the use of their data for sending emails related to the reservation, marketing communications and promotions, and the use of the data for personalised recommendations.
    • The customer's consent can be sent to the customer by SMS or email, or defined manually by the user.
    • It is possible to move an appointment by clicking on the "move" icon at the bottom right of the appointment pop-up, or by clicking on the appointment and then clicking on the "move" icon.
    • To indicate that a customer has completed their appointment, it is necessary to click on the "checkout" button (located at the bottom right of the appointment pop-up), the appointment changes colour from green to grey.
    • In the "Cashier" tab of the UALABUSINESS management tool, it is possible to find a list of all customers present and to view the tickets of the customers.
    • The customer list provides an overview of the services that have been provided to the customers concerned, as well as the ability to create new services, add subscriptions and promotions, discounts or products.
    • It is possible to combine several means of payment for the collection of the same customer.
    • By clicking on the icons next to the client's name, it is possible to view the client's details and update or modify them, or to have a view of the history of services provided by this client.
    • By clicking on subscription, a promotion/subscription/gift card etc. is created or associated for this customer.

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    Description

    Test your knowledge on managing customer data, obtaining consent, handling appointments, and cash transactions using UALABUSINESS management tool.

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