How often should a shop update its customer records?

What’s great about using a management software program is that it’s much faster and easier to update information. You can make a note on a specific client that pops up each visit to ask for updated info. You can schedule clients for monthly, quarterly, or yearly updates. It’s up to you and your shop.

At Sandlot Sports, we update customer records with each order they place. The software reminds us that we need contact info, addresses, shipping info, and payment info all right upfront. If these steps are policy and procedure, then your customer records are updated regularly.