Reporting

CRM Database

Amilia's client module helps you manage your CRM database quickly and easily, allowing you to keep track of every participant and their respective information. You can also use the search function to sort members through different filters and generate lists according to date of birth, allergies, medical conditions and much more.

Customer Details When you Need them Most

Amilia will automatically create an account for every client who fills out a registration form, freeing up countless hours that normally spent by your staff entering data manually. This way, you'll have the most up-to-date participant details, including allergies, medical conditions, emergency contacts, pictures and more. If a customer already has an Amilia Account from another, all information will be centralized and updated in real-time. Your organization will have access to whatever information you're looking for.

Manage Participant Skills and Levels

Everyone who registers for your classes, activities or even drop-ins will have varying levels of skill or experience, which makes grouping together those who are at the same level a crucial step in your registration process. With our skills feature, you can assign skills, levels, or competencies to each client and even update them to show participant progress over time.

You can also restrict registration access to certain skill levels or competencies, which means your clients will always feel right at home in their class or activity. This also gives you more control over your event activity schedule, freeing up time for you to focus on delivering a great customer experience to everyone who registers.

Filter and Export Your Customer Data

Need to access or report on specific customer information? Select the appropriate filters to view your client lists and export any pertinent information to Excel.