Casey has
a question.
“Could we move Friday’s appointment to the afternoon?”
A request to review. The booking stays unchanged.
FULLSTEEM CUSTOMERS
Every customer. The whole story.
Their bookings. Their service history. Their contact details.
Together in one customer record, so you
can pick up where you left off.
THE PERSON BEHIND THE BOOKING
FICTIONAL CUSTOMER BOOKA familiar face. A fuller picture.
Illustrative customer book, including Coming vehicle profiles, conversations and follow-ups. Fictional people, service records and messages. Actions change this preview only. No customer data is accessed, messages sent or bookings changed.
SERVICE IS PERSONAL. YOUR SYSTEM SHOULD REMEMBER.Pick up the relationship.
Pick up the relationship.
Skip the catching up.
A customer books again. You open their record. Their contact details and stored booking history give you a useful place to start.
Fullsteem connects customer details to stored booking history. Open a customer to review their latest 50 bookings and recorded payment activity.
See what stays connectedONE RELATIONSHIP. THE DETAILS THAT MATTER.The service history.
The service history.
The useful context.
The next step.
Names and contact details are the beginning. Stored booking history works today. The example below also illustrates planned conversations, follow-ups and vehicle profiles.
JMMEET THE EXAMPLE CUSTOMER
Jordan M.
Returning customer
Summit Auto Care
One connected customer record
01 / THE WORK
Know what you’ve done.
Past services and the bookings ahead stay with the person who booked. Vehicle profiles and customer import are coming. Coming
Last serviceFull interior & exterior detailOct 20
02 / THE CONVERSATION Coming
See where you left it.
Messages, replies and notes sit alongside the service history. The team can see the conversation without piecing it together from memory.
Customer reply“Thursday morning works for me.”Matched
03 / THE FOLLOW-THROUGH Coming
Make the next action useful.
An upcoming visit, a reply to answer or a quiet customer worth reviewing. Keep the reason for the next step close to the record.
Next bookingFull detail · Nov 5, 10:00 AMConfirmed
A CUSTOMER BOOK YOU CAN WORK FROM ComingSpot the next
Spot the next
useful conversation.
See who needs attention, what has been communicated and where the relationship could go next. Open the customer record with the relevant context in view.
Casey has
Jordan’s next
visit is booked.
Keep the agreed service, time and customer’s vehicle in view before the team arrives.
Nov 5 · 10:00 AM · Full detail
It’s been a while
since Taylor visited.
Review the last service and contact preferences before preparing a welcome-back message.
No upcoming booking · Example: 90+ days
FOLLOW-THROUGH, WITH THE FULL PICTURE ComingKeep in touch.
Keep in touch.
Keep the context.
Reminders, after-visit follow-ups and reactivation can work from the same customer book. Replies and delivery issues give your team a clear reason to step in.
Your timing, automation mode and contact rules shape what can happen next. A prepared draft remains separate from a sent message.
Explore the example conversationsfullsteem.CONTACT PREFERENCES
TAYLOR’S NEXT CONVERSATIONA relevant return visit.
A respectful invitation.
Completed service historyOn record
Upcoming bookingNone
Marketing emailEligible · Example
Ready for a considered draft.
Review the customer record before preparing the example welcome-back message.
CUSTOMER CONTEXT FOR ANNAA returning customer.
A returning customer.
A useful place to start.
- Customer
- Jordan M. · Matched example
- Service context
- 2022 Toyota RAV4
- Last visit
- Full detail · Oct 20
Relevant context, with identity and permissions checked before use.
ILLUSTRATIVE RETURNING-CUSTOMER CONVERSATION
“Can I book another full detail?”
A
“I can help with that. Is this for the RAV4 again?”
LET THE NEXT HELLO FEEL FAMILIAR ComingAnna starts with
Anna starts with
more than a name.
Customer context helps Anna ask better questions. A returning customer can confirm the details that still apply instead of repeating the whole story.
History informs the conversation. The business’s current service rules, approved pricing and availability determine what can be booked and paid for next.
See how Anna helps customers bookBUILT AROUND THE WORK YOU DO ComingThe right context
The right context
for your service.
For a detailer, it might be a vehicle. For a cleaning business, a property and the agreed scope. Vehicle profiles are coming to keep that context close to the customer record.
Explore the industriesVEHICLESThe car. The service. The history.
Vehicle details, previous work and the next booking.
PROPERTIESThe place. The scope. The visit.
Relevant property information and the work agreed.
RELATIONSHIPSThe person. The preference. The next step.
Illustrative vehicle and property profiles. These profiles are coming.Useful communication context across the services they book.
BEFORE YOU OPEN THE BOOKUseful context.
Useful context.
Clear expectations.
What belongs in a customer record?+
Customer contact details and stored booking history work today. Vehicle profiles, customer import and follow-up conversations are coming. Coming
Can I see who needs a response or follow-up?+
Reminders and follow-ups are coming. Coming Today you can review customer details and booking history. The action cards above are illustrative.
Does a quiet customer automatically receive a message?+
No. Customer follow-ups are coming. Coming Today this page lets you edit an illustrative draft and try a preference control without sending a message.
How does Anna use customer history?+
Website Anna uses the business’s published information, prices and open times today. Returning-customer vehicle context is coming with vehicle profiles. Coming The RAV4 conversation above is illustrative.
Is this only for detailing businesses?+
Detailing is the first trade focus. The vehicle and property records on this page are illustrative. Other trade examples on the Industries page show the direction of the product.
PUT THE RELATIONSHIP BACK IN THE RECORDKnow the customer.
Know the customer.
Keep the connection.
From the first booking to the next useful conversation.
Your customer book, working with the rest of your business.