What does it do?
It is a CRM (customer relationship management) system that keeps track of all of your customers, prices charged, booked events past and future in each year, expenses, types of events, emails to customers including pre and post emails, contracts, invoices, W-9’s, background checks, insurance coverage. It contains the ability to send pics, website links, quotes to all potential customers.
How does it work?
As Santa, you sign-up and pay a yearly fee and you are granted access to create your own Santa Profile and then add Customer Profiles for each of your past or future customers. It is simple and thorough. Each year, the system will have new updates to make managing all your Santa events even easier.
How is it organized?
It has a dashboard that keeps track by year of your total visits booked (past and future), total charitable donations, income, expenses, bookings each month, type of visits, number of children seen, past events, future events, yearly income, monthly average income, daily income, hourly average rate, profit/loss. (see example)
What You Get
Tracking
Expenses
Easy
Communication
Extras
Your Galleries
Organization
Inexpensive
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