Client Profile
A comprehensive 360° view of every client — current balance, loyalty points, last visit, order frequency, purchase trends, and personal notes all in one page.
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Overview
PharmaSync's Client Profile page consolidates everything you need to know about a customer into a single, structured view. From the moment you open a client, you see their current balance, credit status, loyalty points, last visit date, average order value, and purchase frequency — all without navigating between different sections of the system. The page includes a dual timeline chart showing the last 30 days of orders vs. the last 30 months, so you can spot both short-term patterns and long-term buying trends at a glance. Below the summary, full transaction history, purchase categories, and notes are organized in tabs — giving you everything from the last invoice to the client's preferred product categories. Personnel notes can be attached directly to the client record, ensuring that important context — like payment habits, special arrangements, or personal preferences — is always visible to whoever is serving the client next.
Key Capabilities
Current balance, credit limit, and payment status at the top
Loyalty points balance and tier status
Last visit date and average order value
30-day and 30-month purchase trend charts
Tabbed view: transaction history, purchase categories, and notes
One-tap WhatsApp and call actions from the client card
Why This Feature Matters
Serve clients faster with instant access to all their information
Spot credit risk immediately before creating a new order
Build stronger relationships by always knowing the client's context
Frequently Asked Questions
Can I see a client's full purchase history here?
Can I add private notes to a client?
Is the balance visible before creating an order?
See This Feature in Action
Request a personalized demo and discover how PharmaSync can transform your pharmacy operations
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