Integrate Salesforce with Book4Time
Ensure your guests are receiving the benefits and discounts for their membership type…
Why integrate?
The Salesforce integration with Book4Time allows you to look up members and pull key customer details from Salesforce to create Book4Time customer profiles. Once a Book4Time customer profile is created, you can assign each guest a customer group to apply membership discounts, and a permanent membership which indicates if they receive membership benefits at one or all locations.
Key Features
- Member lookup: Search for guests in Book4Time to verify if they are a member in Salesforce.
- Customer profile sync: Eliminate input mistakes and time wasted by staff entering the same data. Book4Time will pull customer information from Salesforce to create customer profiles.
- Permanent membership: A permanent membership created in Book4Time can be assigned to customer profiles to determine if membership benefits apply for one location or all locations.
- Customer group indicator: You can assign a unique symbol to each customer group in Book4Time. These symbols are displayed beside guest names throughout the system to allow staff to easily identify their membership type.
