TechnologyMay 01, 2026
Gemist, Saban Onyx Partner on Retailer-Focused Customization OfferingTechnologyMay 11, 2026
Clientbook’s New Tool Helps Jewelers Plan In-Store Events
The new module allows retailers to plan, promote, and measure the success of events from a single dashboard.
The Event Management module can be used for a variety of events, including trunk shows, designer appearances, VIP previews, open houses, and holiday promotions.
Lehi, Utah—Clientbook, the clienteling operating system for independent jewelers, has launched its new Event Management module.
The module allows retailers to plan, promote, and measure the success of in-store events from a single dashboard.
They can define an event audience using tag-based filters, schedule personalized outreach, share a dedicated booking link and QR code, and track appointments and attributed sales.
With the tool, owners and managers can see full sales attribution in real time.
Clientbook said it built the Event Management module for store managers to create a campaign in under 10 minutes without a marketing team, developer, or separate booking tool.
It can be used for events like trunk shows, designer appearances, VIP previews, open houses, or holiday promotions.
Events are among the most effective drivers in fine jewelry retail, Clientbook said, but the planning process can be complicated.
“We watched our best retailers run events using half a dozen disconnected tools—a spreadsheet for the invite list, one app for texts, and another for booking, and POS after the fact to guess what sold,” said Todd Ericksen, vice president of product at Clientbook.
“Event Management collapses that into one flow. You pick the audience, write the messages, share the link, and the dashboard tells you exactly what happened. Associates get a focus list instead of a group text, and owners get attribution instead of anecdotes.”
The Event Management module was built on top of Clientbook’s existing audience, messaging, appointment, and sales-attribution engines to pull it all into a single event-level workflow.
Audience targeting can be done with the same tag-based filters that are in use for mass messaging—filtering by store, contact method, and last-contacted date.
Retailers can include tags like “Top 20%” or “Tacori Client” and exclude tags like “Do Not Contact.”
These audiences are also dynamic and will continue to update as client data changes that way the right clients receive outreach even if tags are added or removed after the event is created, said Clientbook.
Scheduled messages are tied directly to the event, each with its own delivery date and time.
In the module, event booking links and QR codes will open a dedicated appointment page that is ready to share via email, text, social media, or printed in-store signage.
On the live event dashboard, owners will see the audience size, percentage contacted in the last seven days, appointments booked, and attributed sales as they happen.
There is also an associate focus list that tells every salesperson exactly who they need to contact, their last-contacted date, and whether that client has booked.
Salespeople can send a message, add client activity, schedule an appointment, and exclude people from audience actions with one click.
A past-event archive will hold information on the final audience, appointment, and attributed-sales data, which Clientbook said, is so each event becomes a benchmark for the next one.
Related stories will be right here …
The module allows retailers to plan, promote, and measure the success of in-store events from a single dashboard.
They can define an event audience using tag-based filters, schedule personalized outreach, share a dedicated booking link and QR code, and track appointments and attributed sales.
With the tool, owners and managers can see full sales attribution in real time.
Clientbook said it built the Event Management module for store managers to create a campaign in under 10 minutes without a marketing team, developer, or separate booking tool.
It can be used for events like trunk shows, designer appearances, VIP previews, open houses, or holiday promotions.
Events are among the most effective drivers in fine jewelry retail, Clientbook said, but the planning process can be complicated.
“We watched our best retailers run events using half a dozen disconnected tools—a spreadsheet for the invite list, one app for texts, and another for booking, and POS after the fact to guess what sold,” said Todd Ericksen, vice president of product at Clientbook.
“Event Management collapses that into one flow. You pick the audience, write the messages, share the link, and the dashboard tells you exactly what happened. Associates get a focus list instead of a group text, and owners get attribution instead of anecdotes.”
The Event Management module was built on top of Clientbook’s existing audience, messaging, appointment, and sales-attribution engines to pull it all into a single event-level workflow.
Audience targeting can be done with the same tag-based filters that are in use for mass messaging—filtering by store, contact method, and last-contacted date.
Retailers can include tags like “Top 20%” or “Tacori Client” and exclude tags like “Do Not Contact.”
These audiences are also dynamic and will continue to update as client data changes that way the right clients receive outreach even if tags are added or removed after the event is created, said Clientbook.
Scheduled messages are tied directly to the event, each with its own delivery date and time.
In the module, event booking links and QR codes will open a dedicated appointment page that is ready to share via email, text, social media, or printed in-store signage.
On the live event dashboard, owners will see the audience size, percentage contacted in the last seven days, appointments booked, and attributed sales as they happen.
There is also an associate focus list that tells every salesperson exactly who they need to contact, their last-contacted date, and whether that client has booked.
Salespeople can send a message, add client activity, schedule an appointment, and exclude people from audience actions with one click.
A past-event archive will hold information on the final audience, appointment, and attributed-sales data, which Clientbook said, is so each event becomes a benchmark for the next one.
Clientbook’s Event Management module is available to all Clientbook customers on the Elite plan.
Retailers with appointments enabled and active store hours configured can create their first event immediately from the events tab on their Clientbook dashboard.
For more information, including setup tutorials and best-practice guides, visit the Clientbook website.
More on Technology
The Latest
CollectionsSep 11, 2026
A Sapphire ‘Stardust’ Ring From Greenwich St. Jewelers The Latine-owned New York jeweler is marking two milestones this year: its 50th anniversary and the 25th anniversary of the 9/11 attacks.
ColumnistsSep 11, 2026
Sherry Smith: Stop Waiting for December to Save Your ChristmasThe stores that have a great December are the ones that made good decisions in August, September, and October, Sherry Smith writes.
MajorsSep 11, 2026
The Wishing Place by JTV OpensThe jewelry retail broadcast network has sponsored a new space for Make-A-Wish East Tennessee on its campus in Knoxville.
Brought to you by
Your Piece Could Be the One Editors Talk AboutSubmit your pieces for a chance to win in this year's competition.
Events & AwardsSep 11, 2026
The Edge Awards Scholarships to 2 Young Jewelry ProfessionalsThe recipients were recognized at the 24 Karat Club of the Southeastern United States’ annual banquet.
Weekly QuizSep 10, 2026
This Week’s QuizTest your jewelry news knowledge by answering these questions.
MajorsSep 10, 2026
Lagos Founder Steven Lagos Steps Down as CEO Keith Rolfe, CFO and COO of Lagos, is now at the jewelry brand’s helm while Steven takes on the role of executive chairman.
CrimeSep 10, 2026
FBI Offers $50K Reward for ‘Most Wanted’ Fugitive in $1M Jewelry HeistAlberto Perez-Elias is one of four men charged in the armed robbery of a Cape Coral, Florida, jewelry store and remains at large.
Brought to you by
Why More Jewelry Retailers Are Hosting Turnkey Estate Buying EventsRetailers are seeking new ways to attract customers, increase traffic, and create revenue – Estate buying events are a popular solution.
AuctionsSep 10, 2026
Massive Matched Pair of Paraíba Tourmalines Head to Sotheby’sThe “Kat Florence Luminas” will be offered together as one lot and could fetch up to $637,000.
SourcingSep 10, 2026
AGTA Announces 4 Newly Elected DirectorsFour directors were elected to the AGTA board and will serve three-year terms beginning in February.
AuctionsSep 10, 2026
Former Sotheby’s, Christie’s Exec Appointed CEO of Julien’s Auctions Ken Citron joins the celebrity memorabilia-focused auction house ahead of its first week-long series of events in Abu Dhabi.
FinancialsSep 09, 2026
Signet Jewelers to ‘Double Down’ on Blue Nile Amid Strong SalesThe jewelry retailer said it sees opportunity at higher price points, particularly in natural diamonds for bridal and fashion.
IndependentsSep 09, 2026
Sarah Leonard Fine Jewelers Closes After Nearly 80 YearsThe Los Angeles-based, family-owned jeweler was founded by Lenny and Sunny Friedman in 1946.
SourcingSep 09, 2026
Fura Gems Notes ‘Remarkable’ Interest in Larger Rubies at Latest SaleThe auction, held in Bangkok, was 96 percent sold by lot, with nearly 411,000 carats of Mozambiquan rubies sold.
MajorsSep 09, 2026
Stuller’s Latest Catalog Includes Its New Demi-Fine CollectionFine Jewelry 2027-2028 has more than 900 new styles, including silver, gold-filled, gold-plated sterling silver, and vermeil jewelry.
Policies & IssuesSep 09, 2026
8 Key Changes the FTC Made to the Jewelry Guides: A Refresher Learn more about the new terms for lab-grown diamonds and composite gemstones, and the major changes in store for precious metals jewelry.
IndependentsSep 08, 2026
Ricky Bromberg, Longtime President of Bromberg & Co., Dies at 67 Bromberg is remembered as a Southern gentleman who always wore a suit and tie and treated others with kindness.
TrendsSep 08, 2026
Amanda’s Style File: A Hot Take on September’s Birthstone With high durability and a wide range of colors to choose from, sapphires may be the ultimate birthstone, Gizzi claims.
ColumnistsSep 08, 2026
Peter Smith: Humor Is No Laughing MatterLaughter is often considered a distraction in the workplace, but it has benefits for both staff and management, Peter Smith writes.
MajorsSep 08, 2026
Former Tiffany & Co. Exec Joins Exemplar Luxury GroupGretchen Koback Pursel is the new chief people officer at the company formerly known as Saks Global.
IndependentsSep 04, 2026
Orloff Jewelers Will Soon Unveil a Bigger, Better LocationThe California jeweler is renovating its store in Fresno, with plans to show off the new space in December.
CollectionsSep 04, 2026
Chelsea Gabrielle Transforms Pilates Reformer Springs Into Ring A lifelong practitioner of Pilates, Gabrielle looked to the springs’ tension and suspension when creating this ring, our Piece of the Week.
Events & AwardsSep 04, 2026
JCK Industry Fund Accepting 2027 ApplicationsThe deadline to apply is Nov. 13.
AuctionsSep 04, 2026
Christie's Names New Global Head of WatchesThe auction house has promoted Remi Guillemin, formerly its head of watches for the Americas and EMEA, to the role.
EditorsSep 03, 2026
Q&A: Simon G.’s CEO on Why He Won’t Use AI for Jewelry DesignZaven Ghanimian discussed the value of human craftsmanship and where the implementation of artificial intelligence does work.
Events & AwardsSep 03, 2026
Here Are the First Recipients of Nina Pugliese Memorial Scholarship Jewelers of America also revealed the recipients of the Seymour & Evelyn Holtzman Bench Scholarship and its own scholarship programs.
WatchesSep 03, 2026
Robert Pattinson Joins Jaeger-LeCoultre as Brand AmbassadorThe British actor, known for his roles in “Twilight” and “The Odyssey,” will star in a campaign for the Master Control Chronometre.
