Customer Visit Status vs Pocket Client Book

1. Dashboard Overview Summary of Today's Visits: A quick snapshot of the number of visits scheduled, completed, pending, and canceled. Visit Status Overview: A live status feed showing active visits (in progress, completed, or upcoming) in real-time. 2. Visit Scheduling New Visit Creation: Ability to create new visits by entering customer details, preferred time slots, and visit objectives. 3. Customer Details & Visit History Customer Profile: Detailed customer information (name, contact, location, account status, past interactions). Visit History: A log of past visits with dates, outcomes, and any follow-up actions. Notes & Feedback: Ability to add notes from each visit and track customer feedback or issues raised. 4. Live Visit Tracking Real-Time Location Tracking: View team members' locations customer. Visit Progress: Track the status of ongoing visits (e.g., Marketing, Problem Solving or Marketing and Problem Solving). Live Updates/Check-ins: Allow field agents to check in or update visit status (e.g., “Brand,” “Buying,” or “Garments“). 5. Reporting and Analytics Visit Success Rate: Percentage of successful visits vs. canceled or delayed visits. Visit Duration Analysis: Average time spent on visits, helping to optimize schedules and resources. Customer Satisfaction Score (CSAT): Based on follow-up surveys or ratings, show a customer satisfaction trend. 6. Notifications & Alerts Visit Status Notifications: Notifications for visit updates (e.g., Pending Meeting Recap, Program & Action). Emergency Alerts: For urgent visits or issues that require immediate attention.

Pocket Client Book is a private, offline client diary for solo professionals who book clients in chat or by phone — not through an online portal. Nail tech, barber, massage therapist, tutor, coach, psychologist: every client, appointment and reminder in one place on your iPhone or iPad. No account. No server. Your data never leaves your device. A CALENDAR THAT FITS YOUR DAY • Day, week and month views, drag to reschedule • Working hours, so free slots match your real schedule • Several services in one visit, each with its own price • Personal blocks for lunch, travel and admin • Colour-coded services and statuses CLIENTS WITHOUT A SPREADSHEET • Profiles with phone, birthday, tags and notes • Import from Contacts in one tap • Visit history, outstanding balance and visit count right in the list • Search by name, or filter down to just the people who owe you • WhatsApp, Telegram, Viber and Instagram handles REMINDERS THAT ACTUALLY GET SENT • Local notifications — no internet required • One tap opens SMS, Telegram, WhatsApp or Viber with the message already written • Templates with client name, time, service and price MONEY THAT MATCHES REALITY (PRO) • Revenue dashboard with charts by period • Records what the client actually paid, not the list price • Debtors list — who owes you, and how much • Expenses by category • Tips surfaced separately YOUR DATA, YOUR RULES • Works in airplane mode • Optional iCloud Drive backup file (PRO) — a file you control, not cloud sync • Manual JSON export and import at any time • Seven interface languages — Ukrainian, English, Spanish, Italian, Polish, German, and French — switched instantly, no restart. FREE Calendar, clients, services, reminders and working hours. The daily booking work is not behind a paywall. POCKET CLIENT BOOK PRO • Finance dashboard, expenses and debtors • iCloud Drive auto-backup No online booking. No client portal. No team seats. Built for one professional who runs a business from a phone. Terms: https://pocketclientbook.app/en/terms Privacy: https://pocketclientbook.app/en/privacy