Capabilities you get
Sample customers
Eleanor Vance
VIPAnniversary in March; prefers vintage settings.
Marcus Chen
Engagement client; budget $8-12k.
Priya Sharma
VIPThree custom commissions in the past 18 months.
Sample catalog
1.2ct Round Brilliant Diamond Solitaire
14k white gold, GIA certified, F/VS1.
Vintage Art Deco Sapphire Ring
18k yellow gold, 2.4ct Ceylon sapphire, original 1928 setting.
Tennis Bracelet
5ct total weight, prong-set rounds, 7 inch.
Pearl Drop Earrings
South Sea pearls, 18k posts.
Diamond Eternity Band
2ct total, channel-set, platinum.
Emerald Pendant Necklace
1.8ct Colombian emerald, halo of diamonds, 18 inch chain.
Live workflows
Layaway · Engagement ring set
1.2ct solitaire + matching band
Repair · Tennis bracelet clasp replacement
Customer dropped off; quoted $185
Appointment · Eleanor V — anniversary preview
Show vintage estate pieces
Operator training
Capture important dates at intake
Anniversaries, birthdays, and engagement dates drive repeat sales. Use Customer → Important Dates to log them so you can run targeted outreach.
Use Memo for high-value loans
When showing a piece off-premises, create a Memo entry with a due date. The system flags overdue memos so nothing gets forgotten.
Lock layaway prices early
Layaway items lock the price at creation, so even if your retail price changes, the customer pays the agreed amount.
Role presets
AI agents included
Clienteling Copilot
Suggests next actions for VIP clients: anniversaries, wishlist matches, layaway nudges.