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.
Editors' Picks
Sponsored by
More on Technology
The Latest
EditorsJun 22, 2026
15 Pieces of Jewelry That Brought Us Joy in Vegas Whether they evoked nostalgia, wonder, or laughter, these jewels put a smile on our faces.
Events & AwardsJun 22, 2026
Plans Announced for New Trade Show in BaselScheduled for April 2027, Basilia will be the first watch and jewelry trade show held in Basel since the collapse of Baselworld in 2020.
Events & AwardsJun 22, 2026
Gem Awards Opens 2027 Nomination PeriodSubmissions for the milestone 25th annual Gem Awards will be accepted across three categories from now through July 31.
Brought to you by
Wedding Band Trends 2026: Personalization Takes Center StageColored gemstones, artisan finishes, mixed metals, and meaningful details are shaping demand in bridal jewelry.
WatchesJun 22, 2026
Snoopy Inspires New ‘Flying Ace’ Ball WatchThe beloved beagle dons his aviator outfit for the new Engineer Master II Snoopy Flying Ace timepiece.
Weekly QuizJun 17, 2026
This Week’s QuizTest your jewelry news knowledge by answering these questions.
AuctionsJun 18, 2026
Paraíba Tourmalines Sell for $3.4M at Sotheby'sThe recent high jewelry auction, which also featured the sale of a 10-carat blue diamond, was “a celebration of color.”
CollectionsJun 18, 2026
Michelle Obama Wears Almasika Earrings Symbolizing Feminine PowerShe wore the “Le Cauri Endiamanté” earrings, our Piece of the Week, in the Obamas’ first dual portrait for the Obama Presidential Center.
Brought to you by
Building the Future of Jewelry Retail: DCA Expands Education, Leadership Development, and Workforce SolutionsDCA is preparing the next generation of professionals by supporting workforce development, leadership growth, and career advancement.
PodcastsJun 17, 2026
Episode 6: Las Vegas 2026-Trends, Traffic, Broken BathroomsCouture’s Michelle Orman joins Amanda Gizzi and Michelle Graff for this special post-Market Week episode of My Next Question.
GradingJun 17, 2026
SSEF Issues Warning on Refilled EmeraldsThe lab is seeing emeralds with filler added post-testing enter the market, accompanied by reports that indicate little to no treatment.
WatchesJun 17, 2026
Patek Philippe’s ‘Visionary’ Leader Philippe Stern Dies at 88 The third generation of the Stern family to head Patek Philippe, he navigated the “quartz crisis” and preserved the brand’s independence.
MajorsJun 17, 2026
James Avery to Revamp In-Store Retail ExperienceThe Texas-based jeweler is gradually rolling out a new experience-forward layout in its stores.
MajorsJun 17, 2026
Seahawks’ Super Bowl Ring Blends Meaningful Design, Technical CraftsmanshipThe Super Bowl LX champions were honored with diamond and blue sapphire rings by Jason of Beverly Hills.
Policies & IssuesJun 17, 2026
Community for Ethical Jewelry Names New Executive DirectorMarianna Smirnova previously spent a decade working with the Responsible Minerals Initiative, in addition to other relevant roles.
MajorsJun 16, 2026
5 Things to Know About the 2026 NBA Championship TrophyThe New York Knicks took home the Larry O'Brien Trophy crafted by Tiffany & Co.
TrendsJun 16, 2026
Post-Vegas Jewelry Trend Report: Big Beads, Western Flair, White MetalsAssociate Editor Natalie Francisco lists the trends she spotted during Jewelry Market Week that will dominate the second half of 2026.
SourcingJun 16, 2026
GemGuide Updates Ruby PricesIts app now reflects increased prices for Mozambique ruby, as well as changes to its Burma ruby charts.
MajorsJun 16, 2026
Sasha Primak Hires New Design DirectorThe manufacturer has tapped Alicia Arnold, the former director of custom design at Tiny Jewel Box.
IndependentsJun 15, 2026
DeBoulle Diamond & Jewelry to Renovate Dallas FlagshipThe revamped, elevated space will feature a two-story Patek Philippe atelier and a rooftop patio for parties.
WatchesJun 15, 2026
G-Shock, Coca-Cola Partner on Bottle-Inspired WatchThe special-edition piece marks the 140th anniversary of the iconic beverage brand.
TrendsJun 15, 2026
Amanda’s Style File: Tiny Charms Are TrendingHere are 13 small charms to inspire your layered looks this summer.
AuctionsJun 12, 2026
16th-Century ‘Hogback’ Diamond Ring Going Up for Auction in LondonFound by a metal detectorist, the ring likely belonged to a wealthy, possibly royal, owner, said Noonans.
CollectionsJun 12, 2026
Chouette Designs To Launch Collection Celebrating All Types of LoveOur Pride Month Piece of the Week, the “Margaux” ring, is part of the wife-and-wife team’s new “Lovestoned” collection.
Events & AwardsJun 12, 2026
CBG Announces Plans for Phoenix ShowThe group has named the keynote speaker and announced a new pavilion for its next event, which is slated for September.
EditorsJun 11, 2026
This Was the Best Animal Jewelry in Las Vegas From lions and hippos to snails and fish, Senior Editor Lenore Fedow wrangles her picks for cutest jewelry critters in Las Vegas.
SourcingJun 11, 2026
Grandview Klein, London Jewelers Partner To Cut 63-Carat RoughThe big stone will be fashioned into a 20.26-carat diamond in celebration of the retailer’s 100th anniversary this year.
MajorsJun 11, 2026
Former Cartier Creative Director To Head Chanel’s Jewelry Creation StudioMarie-Laure Cérède will join Chanel as the new director of its jewelry creation studio, starting in October.
