Client list
Individual clients and business accounts are managed together. Tier, contact details, type and total spend all fit on one row.
- Individuals and businesses together
- Filter by tier, source and owner
- Total spend at a glance
Manage individual clients and business accounts in one list, then follow through on tiers, return visits and client feedback.
This is the real HOJA management screen with sample data.
Individual clients and business accounts are managed together. Tier, contact details, type and total spend all fit on one row.
Set a discount, credit limit and payment term for each tier, and sales and payments apply them automatically. The number of clients in each tier is shown too.
Choose who to contact ahead of time with rules such as remaining sessions, birthdays or visit cycles. Due dates and progress sit in one table.
Feedback from phone, Zalo or the front desk is logged with a priority and an owner, so it gets resolved. Compliments are kept too.
Once you have an answer, press “Open management screen”. AI Chat folds into a small button at the bottom right, and the real management screen — showing the same data — opens so you can carry on.
Just say it naturally, like “Which clients haven't come back in a while?”. HOJA finds the data and sums it up with the evidence, and before it does anything it shows you a preview and the estimated credits first.
Tables, calendars and boards are still there, the way you're used to. Change a filter or fix one record at a time on screen, while AI Chat stays folded in the corner with the same conversation.
Type it into AI Chat as it is. You review the result and decide whether to go ahead.