Close-up of a jeweler's bench with a magnifying loupe and a diamond ring being examined

Clientbook + Jewel360: Modern Clienteling for Modern Jewelry POS

Jewelers who chose Jewel360 made a deliberate decision to modernize. A cloud-native, jewelry-specific POS designed for how independent jewelry retail actually runs. Mobile-friendly. Built for the workflows your team uses every day on the floor.

Clientbook is the natural complement. Jewel360 modernized your operations. Clientbook modernizes your client relationships. The integration between the two is one of our deepest, with the fullest sync of any POS we connect to.

This guide covers what syncs (a long list), how the integration works, and what your team unlocks once Jewel360 data is flowing into Clientbook.

Why Jewel360 Stores Add a Clienteling Layer

Jewel360 is built thoughtfully for jewelry. Repairs, custom orders, multi-channel inventory, modern reporting. The operational data your store generates lives in a clean, accessible system.

What Jewel360 leaves to a separate tool is the proactive, personal outreach side of jewelry retail. The associate who texts a client three days after pickup to make sure the engagement ring fits perfectly. The Mother's Day reminder a week out for every client who bought jewelry for a partner last year. The wishlist follow-up when a piece a client loved comes back in stock.

That work is what clienteling tools do. Clientbook is built specifically for jewelry retail clienteling, and the Jewel360 integration is one of the deepest in our catalog because it pulls in the full set of jewelry-specific data Jewel360 captures.

How the Clientbook + Jewel360 Integration Works

The integration is direct and bi-directional. No middleware, no third-party connector, no manual data exports. Your Jewel360 data flows into Clientbook continuously, and changes you make in Clientbook flow back to Jewel360.

Setup typically takes two to three days from kickoff to data fully in place. Our integrations team handles the connection on both ends.

What syncs from Jewel360 into Clientbook

This is where the Jewel360 integration distinguishes itself. The full list of data that flows in:

  • Your full client list, including spouse and family relationships

  • Birthdays and anniversaries on every client profile

  • Up to five years of historical sale transactions per client

  • Repair and service transactions, so associates know exactly when a piece is back from the shop or a service is due

  • Wishlists and collections, the active list of what each client wants next

  • Product updates and product images, so your team can text live inventory to clients from the floor

That repair-and-service sync matters more than it sounds. In jewelry retail, repairs and services are a major touchpoint with high client engagement. When a client comes back to pick up a ring, that is a moment your team can use to talk about the next piece, the upcoming anniversary, the matching pendant. Clientbook surfaces those moments automatically because the repair status flows in from Jewel360 in real time.

The wishlist sync is similarly powerful. A wishlist captured by an associate in Clientbook on the floor lands in Jewel360. A wishlist updated in Jewel360 lands in Clientbook. The two systems stay aligned so no opportunity falls through the cracks.

What syncs both ways

Client records, wishlists, and most client-level fields sync bi-directionally. Edits made in either system propagate to the other. Notes, messages, and preferences can be synced bi-directionally as well if your store wants that level of alignment.

What Connected Data Unlocks for Your Team

Day-one full context

Associates open the Clientbook mobile app and see complete client profiles: ring sizes, metal preferences, anniversaries, last visit, last purchase, last repair, the full wishlist, and the five-year sales history. There is nothing to look up. The context is right there.

Repair-driven outreach

This is unique to the depth of the Jewel360 integration. When a repair status changes in Jewel360, Clientbook can automatically trigger the right outreach.

  • "Your ring is ready for pickup" text the moment the repair is marked complete.

  • "How is the piece holding up?" follow-up two weeks after pickup.

  • Service-due reminders the right number of months after the original purchase.

Stores that take repairs seriously as a relationship touchpoint can build elaborate workflows on top of this. Most start simple and add over time.

Wishlist-driven outreach

Wishlists in Clientbook are not just a static list. With the bi-directional Jewel360 sync, when a piece on a client's wishlist is updated in Jewel360 (price change, new arrival from the same vendor, restock), Clientbook can surface that to the associate as a reason to reach out. See how Clientbook automations work.

Brand catalog content layered on top

Inside Clientbook, associates can browse and text product images from major designer catalogs including Tacori and A.JAFFE. AI-powered recommendations match catalog items to client purchase history (which Clientbook gets from Jewel360). The combination of your real Jewel360 inventory plus designer catalog content gives associates a much wider visual library to share with clients than either system alone provides. More on Clientbook's AI-powered Smart Assistant.

Associate performance tied to actual Jewel360 sales

When an associate sends a text from Clientbook and that client buys, the sale rings up in Jewel360 and the transaction attributes back to the original outreach. Managers see who is building relationships and driving repeat business with real numbers, not anecdotes.

Setup Walkthrough

  1. Day 1: Our integrations team connects Clientbook to your Jewel360 account. Initial historical sync starts.

  2. Day 2: Five years of historical client and sale data finishes flowing in, along with current product, repair, and wishlist data. Your team gets training on the Today page, the mobile app, and which automations to enable at launch.

  3. Day 3: Live. Associates using Clientbook on the floor.

You do not need to be technical for any of this. Our team handles the connection. Your involvement is a few hours of training on the Clientbook side and one approval on the Jewel360 side.

Frequently Asked Questions

Does Clientbook replace Jewel360?

No. Clientbook works alongside Jewel360. Jewel360 stays your POS, your inventory system, and your operational source of truth for transactions, repairs, and inventory. Clientbook adds the clienteling and outreach layer on top.

Will the Jewel360 integration slow down my POS?

No. The data sync runs in the background and does not add load to your Jewel360 operations. Your team will not notice anything different in Jewel360 itself.

Can my team manage wishlists in either system?

Yes. Wishlists sync bi-directionally. An associate adding a wishlist item in Clientbook on the floor sees it in Jewel360, and vice versa. Use whichever system fits the moment.

What about repair tracking? Does Clientbook duplicate Jewel360's repair functionality?

No. Jewel360 stays the source of truth for repair status, technician notes, pricing, and so on. Clientbook reads the repair status to trigger client-facing outreach, but it does not replace the repair workflow itself.

What data does Jewel360 send to Clientbook on the first sync?

Your full client list, spouses, birthdays, anniversaries, up to five years of sale transactions per client, repair and service transactions, wishlists, collections, and current product data with images. From day one, every associate has the complete picture.

Can I keep using Jewel360's built-in customer marketing features?

Yes. Jewel360 marketing and Clientbook serve different purposes. Most stores find Clientbook is the day-to-day tool for personalized one-on-one outreach, while Jewel360's built-in tools handle broader broadcasts. They run in parallel.

What if my store runs on a different POS?

Clientbook integrates directly with The Edge, Lightspeed, Shopify POS, LogicMate, and MusicShop360, plus dozens more through BIG. See the full list of supported jewelry POS systems.

See It Working With Your Jewel360 Data

The fastest way to understand what the deepest sync in our catalog looks like for your specific store is to see your own data inside it. On a demo, we will pull in your store's scenarios, walk through the repair-driven outreach flow, show the wishlist sync in action, and answer any integration questions.

Book a demo at clientbook.com/demo and let us know you are on Jewel360. We will tailor the walkthrough to what your store would actually see on day one.

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