Recording customer preferences helps your team deliver personalized service. This article explains how to track and manage customer preferences in Speako.
Using the Notes Field
The Notes field in each customer profile is your primary tool for recording preferences. Use it to capture:
- Service Preferences — Preferred staff member, usual services, special requests
- Communication Style — How they prefer to be contacted
- Important Context — Allergies, accessibility needs, scheduling preferences
- Past Interactions — Key points from previous visits
Adding Notes
- Open the customer's profile
- Click the edit icon next to the Notes section
- Enter or update the notes
- Click the checkmark to save
Using Tags for Preferences
Tags can also indicate preferences:
- "Prefers Morning" — For customers who always book morning appointments
- "Gold Service" — For customers who regularly choose premium options
- "Email Only" — For customers who prefer email communication
Address Preferences
When a customer has multiple addresses, marking one as Primary indicates their preferred location:
- Open the customer's profile
- Find the address section
- Toggle the Primary switch on their preferred address The primary address is highlighted and used as the default when needed.
Team Visibility
All preference information (notes, tags, addresses) is visible to your entire team, ensuring everyone can provide consistent service regardless of who handles the customer.
Best Practices
Keep Notes Current
Update notes after significant interactions to maintain accurate records.
Be Specific
"Prefers late afternoon, allergic to lavender" is more useful than "Has preferences."
Use Standard Tags
Create a consistent set of preference-related tags that your whole team understands.
Respect Privacy
Only record preferences relevant to providing good service. Don't store unnecessary personal information.