Beauty Advisor Software

Overview Customers/Contacts Inventory Tracking Accounting Mobile Reports Team/Unit Tracking

Maintain your customers’ profiles in Beauty Advisor. An unlimited number of comments, wish lists and skin profiles can be kept for each customer. Mary Kay’s pre-profiling questions are built right into the profile screen. Print suggested products for your customers. Your customers can be imported from InTouch®, saving you hours of work. Beauty Advisor’s follow-up and calendar features will help you keep up with your customers. The post card, e-mailing, label and letter features will also help you stay in touch with them.

Customer Profiles

Beauty Advisor provides an easy-to-use customer profile screen. Beauty Advisor's customer screen is in the same order as Mary Kay’s, Skin Care Profile Card (both the front and back). The profiles allow you to track detailed information on your customers including up to 7 phone numbers.

Import customer information from the InTouch®, Preferred Customer Program (PCP) and myCustomers screens on Mary Kay's website (no other software is required). This import feature eliminates duplication of work. Once you enter customers into the PCP, Beauty Advisor will import the new customers only.
Classify customers as desired (Basic, Prospect, PCP, etc.). These classifications provide the flexibility to generate separate mailing lists.
The main customer list is color-coded: "Red" for customers with a balance due; "Blue" for PCP; and "Pink" for customers with credit balances.

Move, hide and resize columns in the main customer list as desired.
Flexible sort and search options are available to locate customers using various criteria (i.e. customer name, birthdays, hostess name, city, last order date range, etc.).
Beauty Advisor is the only program that allows you to create customized listings of your customers. You can easily create unlimited custom reports by moving, hiding, resizing columns, sorting and searching as desired and then by clicking Print. The flexibility to create custom listings is available from any master list throughout the program. Thousands of predefined report combinations are also available, as explained under the Reporting menu option.
Unlimited comments, notes and wish lists can be maintained for each customer
Create maps that include written directions to the customers’ house with just a single-click. The written directions can be copied from MapQuest directly into the customer’s profile. The total miles provided will auto-fill into your Mileage Log. The built-in map feature is an exclusive Beauty Advisor feature.
The phone auto-dial feature makes efficient use of your time.
Customer “Pre-Profiling Questions” are another exclusive Beauty Advisor feature. Beauty Advisor auto-fills the customer's suggested formula based on the answers that they provide.

Print a Personal Profile for each customer. The profile includes a list of suggested products plus suggestions for both skin care and color products. Beauty Advisor is the only program that provides a built-in, customer suggested product list.
Import from any computerized make-over program directly into Beauty Advisor. Creative Computer Software recommends and markets My Beauty Profiler (www.mybeautyprofiler.com), but you can import from any other computerized make-over program as well.
Record both Summer and Winter skin care formulas for your customers.
Easily view customer order history with a single-click. The customer order history screen can be sorted by any field. View the reorder history of a single product or through a selected date range.
Quickly access the customer's account balance and payment history. Beauty Advisor maintains the account balances automatically. Professional customer statements can be printed at any time.
Create or view follow-up reminders with just a click of a button that include contact history. This feature is discussed in more detail below.
Easily generate new customer invoices/receipts. This feature is discussed in more detail below.
Birthday reminders are displayed during the customer’s birthday month.
Create and/or print customer checklists. You have the flexibility to create a master checklist with the option to be reminded of your daily follow-ups automatically. The checklist will then be displayed for each customer so the tasks can be checked off as they are completed.
Create e-mail messages for a specific individual or a group of customers with a single-click. For example, you can e-mail all customers that have not ordered in the last 30 days.
Your contacts, leads and prospects are maintained in a separate screen and are not mixed in with your customers. In the Contact Master screen, you have the ability to create an unlimited number of classifications to maintain separate listings (family, prospective customers, sister-consultants, etc). Beauty Advisor provides several features to assist you in managing your contacts: follow-up reminders, calendar scheduler, checklists, map creations, e-mailing, reports, post cards, letters, labels, envelopes and more. You can easily convert a contact to a customer or consultant while still retaining all of their information.
One click converts a customer to a contact or consultant. You have an option to retain the customer’s order history just in case you convert them back to a customer in the future.
Beauty Advisor will automatically create your PCP enrollment. There are no additional steps. Simply print your next enrollment which includes customers that were newly enrolled, removed, or changed during the period. The enrollment listing can be mailed directly to the company or used to update InTouch®.
Customer detail profiles, skin care formulas, notes, directions, wish lists, account balance, order history can all be HotSynced with your Palm or Pocket PC organizer. Contacts are displayed in a separate screen on your handheld organizer.

Follow-Up Reminders/To-Do Lists/Calendar

Beauty Advisor automatically displays a list each day that includes your follow-up reminders that are due, To-Do List and scheduled Appointments. This daily schedule includes customers, contacts, consultants along with plus personal and business appointments.

“Today’s Schedule” is color-coded based on the action type.
Single-click to display the individual’s profile card including their contact and order history.
Master Follow-Up and To-Do List is easily accessible at any time.
Set automatic reminders for reorder, birthdays or anniversaries.
Your customized checklist generates daily reminders for your customers, contacts or consultants.
Set multiple follow-ups for each individual.
Segregate by action type (i.e. phone, post cards, in person, etc). You can customize the list and add an unlimited number of action types.
Single-click directly from the master follow-up list to add new customer orders.
Beauty Advisor's phone auto-dial feature is available to assist you in contacting the scheduled individuals.
Create e-mail messages for a specific individual or a group of individuals with a single-click while in the follow-up screen.
Easily “reschedule” action items that you didn’t complete for a future date.
Repeat follow-up items or appointments for any duration.
Set defaults for "days to follow-up" and "best time to call" for customers, contacts and consultants.
Customer's order history and previous follow-up actions are displayed on the same screen as current follow-up.
Create group follow-up items of customers, contacts or consultants.
Print a follow-up calling log for phone calls or a complete history of follow-ups.
A To-Do List is available for Personal and Business activities that you need assistance in managing.
The Follow-Up reminders, To-Do List and Calendar appointments HotSync with your Palm or Pocket PC organizer.

Customer Invoicing/Receipts

Several quick and easy options are available for entering items into the customer order screen. Search by item name or number, category or group. You can even search the customer's order history and select items for today's sale. YOU NEVER NEED TO KNOW ITEM NUMBERS.

Use Prepacks or Sets (i.e. Complete Collection) and save time when entering orders.
Import customer on-line orders from InTouch®.
Set default tax rate, discounts and shipping charges for customers. The default amounts can be modified on the invoice.
Discounts can be entered at the item level or for the total order (percentage or amount discounts).
Option to charge tax before or after discount.
Include gift and demo items that you give to your customers. These items will be color-coded in the customer's history and included in your automatic follow-up.
Customer backorder tracking of out-of-stock items. Out-of-stock items are displayed in “Red” within the invoice. Out-of-stock items are highlighted in your master list and included in your next “ideal” product order.
Automatic reorder reminders are created for each order. Default follow-up days can be set for each customer.
Print professional invoices/receipts with personal notes.
E-mail the invoice or receipt to your customer.
Built-in Credit Card Validation feature.
Automatically add the PCP gift with purchase to the invoice.
Option to apply previous unpaid customer balance to current invoice.
Customer Orders can be created on your Palm or Pocket PC (with printable invoice) and updated back to Beauty Advisor.
With each customer order, Beauty Advisor automatically does the following:

	- Reduces inventory levels
	- Posts the appropriate accounting entries
	- Records the customer's balance due
	- Updates your Weekly Accomplishment
	- Maintains customer order history
	- Sets optional follow-up, reorder reminders
	- Updates the Business Tracking Register (60/40 profit split)

Customer Reports, Post Cards, Letters, Labels, Envelopes

Thousands of predefined report combinations have been designed for you throughout the program.
You also have the flexibility to design custom reports of your own.
Our Post Card and Letter functions are full-featured word processing applications that allow you to include borders, clipart and backgrounds – 216 clipart images are included for FREE with your program.
They allow you to change font style, font color and text alignment.
Create and save an unlimited number of letters and post cards.
Both sides of the Post Card will be printed and will automatically include your return address and the customer address for each person. You simply add a stamp and mail - yes, it's that easy!
Multiple Label and Envelope formats can be printed in Beauty Advisor such as labels or envelopes that are addressed to spouses and NSD letterhead.