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.
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