Records that stay with the relationship
Find customer and participant information alongside bookings, invoices and certificates.
Keep the person in the picture.
Bring customer records, participant details and booking history together, so the next conversation starts with context.
R•Roundhouse•••
Participant records
A little context goes a long way
Active participants84
Ready to go09✓
JM
Jamie MorganParticipant profile
Active3Bookings2Certificates$50Account credit
First aid certificate Available ↗
Illustrative product preview · Example data
THE DETAILS THAT MAKE A DIFFERENCE
A connected customer experience.
Understand the history
Review previous bookings, payment activity and account credit when answering a question or arranging more training.
A place for participants
Give participants access to their invoice history and certificate wallet through their account.
Keep customers informed
Event-based confirmations and reminders support key steps in the booking and training journey.
AI-drafted customer communication
Generate customer response drafts and follow-up messages in a communication module connected to your operation.
Churn and win-back alerts
Spot customers who may be drifting away and identify opportunities to reconnect with timely follow-up.
IN EVERYDAY PRACTICEPicture your next
Picture your next
training day.
A returning customer asks about unused credit and a previous certificate. Connected records help your team find both without rebuilding the story.
LET’S BRING IT TOGETHERMake room for
Make room for
a better-run business.
See how Roundhouse fits the way you work.
Book a demo