J-08 · Grow · Customers & occasions

A jewelry store CRM built around the occasions people buy for

A jewelry store CRM remembers what each customer bought, their ring size and the dates they celebrate, so you can reach them before the next occasion. GetJewelryPOS keeps purchase history, custom fields for ring size, anniversary and birthday, customer groups and reward points on every record, and sends SMS or email from your templates. Your regular customers stop being names in a notebook.

  • Stores with loyal repeat customers
  • Bridal jewelers who want to sell the anniversary band
  • Owners who keep customer details in a notebook today
ExampleTry it

Next 30 days · example customers

  • in 3 dAnniversary · Customer Abought: bridal set
  • in 9 dBirthday · Customer Bring size 6½
  • in 14 dEid gift list · Customer Cprefers 22K
  • in 26 dAnniversary · Customer Dbought: solitaire

Definition

Occasion date

An occasion date is a birthday, wedding anniversary or other recurring date stored on a customer record. Jewelers use these dates to contact customers, or their partners, a few weeks ahead with a suggestion or offer. A single well-timed message often brings back a buyer who already trusts the store.

J-08 · At the counter and the bench

How customers & occasions works

  1. Step 1

    Capture at the sale

    Add or find the customer at checkout. Record their phone, ring size and any occasion dates they are happy to share, with their consent. Searching by phone number avoids duplicate records.

  2. Step 2

    Build history automatically

    Every sale, repair, layaway and custom order lands on the record. Staff see what the customer owns before suggesting a matching piece. Nothing needs to be typed twice.

  3. Step 3

    Group and reward

    Put customers in groups such as bridal, VIP or trade, and let reward points build on purchases according to your rules. Groups also make it easy to filter who receives a message.

  4. Step 4

    Reach out before the date

    Filter by upcoming anniversaries or birthdays and send an SMS or email from your templates, a few weeks before the occasion. Note who was contacted, so nobody is messaged twice.

Specification

What’s included in customers & occasions

  1. Full purchase history

    Sales, returns, repairs and orders appear on the customer record. When a husband asks what his wife already has, you can tell him. Repairs show the work done and when, which helps when a piece comes back.

  2. Custom fields

    Ring size, anniversary, birthday, preferred metal and anything else you need are custom fields. Record what helps you sell and nothing more. Custom fields can be searched, filtered and included in CSV imports.

  3. Customer groups

    Group customers for pricing or messaging, for example trade buyers with their own price group or a bridal list for wedding season. A customer in a priced group gets that group's price automatically at checkout.

  4. Reward points

    Customers earn points on purchases and redeem them at the counter. Set how points are earned and what they are worth. Points balances show on the customer record, so staff can tell customers what they have earned before they pay.

  5. SMS and email templates

    Write templates for occasions, ready repairs and payment reminders. Staff send consistent messages without typing from scratch. Messages use the customer's name from the record. SMS needs a connected provider; email uses your mail settings.

  6. Credit and balances

    The customer ledger shows layaway balances, deposits and store credit, so the full relationship is on one screen. Staff can answer a question about what is owed or held for a customer without calling the owner or checking another system.

By market

How customers & occasions works in the USA, the UAE and Pakistan

Same software, local habits. Pick a market to read the note for it.

US · USD

United States

US anniversary and holiday buying drives much of the year's sales; tag bridal customers and message them ahead of their first anniversary. Follow federal and state rules for marketing texts and get consent first.

Jewelry POS in United States

AE · AED

UAE

In the UAE, WhatsApp is the main customer channel; keep the number on the record, copy your template text into WhatsApp, and plan Eid and Diwali messages around the dates your customers celebrate.

Jewelry POS in UAE

PK · PKR

Pakistan

Pakistani jewellers sell around weddings, Eid and family events; record wedding dates and family members on the customer so the next generation's bridal order starts with the history.

Jewelry POS in Pakistan

What it doesn't do

The built-in CRM stores records and sends messages you trigger; it does not run automated marketing campaigns on its own. Those come with the GHL marketing snapshot in the Showroom Bundle. SMS needs a provider account, which charges for messages. Collecting consent and following marketing and privacy rules where you trade is the store's responsibility.

Under the loupe

Customers & occasions: common questions

Can I store ring sizes and anniversaries?

Yes. Use custom fields for ring size, anniversary, birthday and anything else you need on each customer.

Does it send occasion reminders automatically?

You filter upcoming dates and send messages from templates. Fully automated campaigns come with the GHL marketing snapshot in the Showroom Bundle.

Are reward points included?

Yes. Set how points are earned and redeemed, and customers use them at the counter.

Can I see everything a customer has bought?

Yes. Sales, returns, repairs, layaways and custom orders all appear in their history.

Can I give trade customers different prices?

Yes. Put them in a customer group with its own pricing.

Can I message customers on WhatsApp?

Built-in sending is by SMS and email. Many stores copy the same template text into WhatsApp for customers who prefer it.

Do I need customer consent?

Yes, for marketing messages. Collect consent and follow the privacy and marketing rules where you trade.

Can I import my existing customer list?

Yes. Import customers by CSV, including custom fields such as ring size and occasion dates.

Do online store buyers appear here too?

Online store orders come from the same catalogue, so those buyers can be kept on customer records alongside walk-in customers.

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Try customers & occasions with your own stock

Start a free trial and import a few pieces, or book a demo and we’ll set it up with you.

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