KR20250092737A - Mobile customer management and order reservation system for digital transformation of small business owners, and service method thereof. - Google Patents

Abstract

The present invention relates to a mobile customer management and order reservation system that enables customer management and order reservation by utilizing a smart terminal as a POS terminal. More specifically, the present invention relates to a mobile customer management and order reservation system and method for small business owners, which enables a customer history to be searched upon receiving a phone call, a list window to be floated where the search result can be checked, a reservation can be made right during the call, and the result of the processing can be notified to the customer during the call via text message or call-to-web, so that when the customer accesses a URL link, the customer can enter payment and reservation information or order information.

Description

{Mobile customer management and order reservation system for digital transformation of small business owners, and service method thereof.}

The present invention relates to a system that enables customer management and order reservations by utilizing a smart terminal as a POS terminal. More specifically, the present invention relates to a mobile customer management and order reservation system for small business owners or a service method thereof, which enables the customer history to be searched upon receiving a phone call, a list window to be floated where the search result can be confirmed, a reservation can be made right during the call, and the result of the processing can be notified to the customer during the call via text message or call-to-web, so that when the customer accesses a URL link, the customer can enter payment and reservation information or order information.

Recently, the number of self-employed people working alone without employees has reached its highest level in 15 years. According to the results of the 'Economically Active Population Survey and Supplementary Survey on the Economically Inactive Population' announced by Statistics Korea, the number of non-wage workers such as self-employed people and unpaid family workers in August 2023 will be 6,724,000, and among them, the number of self-employed people without employees will be 4,370,000, the highest number in 15 years since 2008.

Among these self-employed individuals who work alone, there are businesses such as beauty salons, fishing boats, and fruit shops. These businesses do not have a POS system and still process reservation orders by visiting customers in person or by phone.

However, since small business owners and self-employed people work alone, they have to separately record the name, address, phone number, time, etc. of the person making the reservation or order during a voice call when receiving a customer's call. In addition, since most of them have to answer the phone while working, it is difficult to concentrate on their work, and mistakes such as duplicate reservations are repeated. In addition, most of them prefer cash or bank transfer due to the burden of payment fees after a phone consultation, and only after manually checking whether the transfer has been made can they make reservations and manage customers alone.

Accordingly, a system has recently emerged for small business owners to install POS applications (hereinafter referred to as POS apps) on their smart terminals and use them as POS terminals to manage customers and make order reservations.

However, these systems only register the ordered menus after a voice call with a customer on a smart terminal and connect them to a server to computerize them, so there was still a limitation that when receiving reservations or orders by voice call, a considerable amount of time had to be invested to inform and confirm each customer of the details, how to use the service, precautions, payment processing, etc.

Therefore, the problem that the present invention seeks to solve is a mobile customer management and order reservation system that can minimize unnecessary time consumption and work fatigue of small business owners by allowing small business owners to immediately receive and process reservations or orders during phone consultations with customers and having customers fill out time-consuming detailed information, service usage instructions, cautions, payment processing, and delivery information via text message or call-to-web.

In order to solve the above-mentioned problem, the present invention provides an ordering and customer management system for small business owners that can manage customers and make order reservations by installing a POS app on a smart terminal and enabling it to be used as a POS terminal.

The above smart terminal is characterized by a floating list window that allows the user to check the CID history on the front of the call screen when receiving a call from a customer, along with the customer type, such as a new customer, regular customer blacklist, etc., and the customer history with the customer in question.

In addition, the smart terminal of the present invention is characterized in that when a customer is connected on a call and the immediate reservation in the list window is touched, a reservation window in which the number of people and date can be selected is opened, and the number of people or products to be reserved is selected, and the payment amount calculated accordingly is displayed, and a reservation or order can be made immediately while on a call with the customer.

In addition, the smart terminal of the present invention is characterized in that, when a text message transmission of a floating list window is touched, one of the pre-written responses, such as reservation/order information, refund information, and product information, is loaded and transmitted to the customer terminal during or after a call.

In addition, the smart terminal of the present invention is characterized in that, when a note in a floating list window is touched, a pre-written or directly entered note, such as a reservation/order guide, refund guide, or product guide, can be saved as a customer call consultation record on a web server.

In addition, the customer terminal of the present invention is characterized in that it receives guidance information as a call-to-web or text message, accesses a link to URL information, and then opens a mobile webpage to enter reservation information or order information including secondary payment and customer contact information or address, thereby completing the reservation or order.

In addition, the smart terminal of the present invention is characterized in that, when a customer directly transfers money from an account, it receives a text message from a deposit notification service of the transaction bank, extracts the date, deposit amount, and name from the text message, and transmits it to a web server so that the processing result can be separately checked.

In addition, the smart terminal of the present invention is characterized by being configured to include a plurality of smart terminals registered in the same group, and being capable of checking and recording identical and synchronized customer histories registered in a web server to prevent duplicate reservations or omissions.

Accordingly, the present invention combines the existing telephone method and the digital method, enabling the use of a smart terminal as a POS terminal during a call with a customer, thereby enabling customer service, reservation reception, customer management, and payment management.

That is, the present invention minimizes the fatigue of small business owners by allowing them to make a reservation directly during a call, and to notify the customer of the processing result via text message or call-to-web, so that when the customer accesses the link, payment and reservation information/order information can be filled out, while existing phone customers can maintain their existing ordering/reservation method and make a digital transition.

Accordingly, the present invention enables customers in the information-vulnerable class who have difficulty using digital methods such as ordering apps, ordering websites, and kiosks to place orders or make reservations while maintaining the existing telephone ordering or reservation system as much as possible, and provides small business owners with a convenient ordering/reservation method while minimizing unnecessary wasted time.

Figure 1 is a block diagram of a system according to an embodiment of the present invention.
Figures 2 and 3 are flowcharts showing the system self-employed person and the subscription and service process according to an embodiment of the present invention.
Figures 4 and 5 are flowcharts showing the account transfer processing process of the system according to an embodiment of the present invention.
Figures 7 to 9 are smart terminal screen configuration diagrams in a system according to an embodiment of the present invention.
Figures 10 and 11 are screen configuration diagrams of a customer terminal in a system according to an embodiment of the present invention.
Figures 12 and 13 are screen configuration diagrams of a smart terminal that opens by touching the text transmission or memo button on the lift window.

First, the terms used in the specification and claims of the present invention should not be interpreted as limited to their dictionary meanings, and should be interpreted as meanings and concepts that conform to the technical idea of the present invention, based on the principle that the inventor can appropriately define the concept of the term in order to explain his or her invention in the best way.

Therefore, the embodiments described in this specification and the configurations illustrated in the drawings are only preferred embodiments of the present invention and do not express all of the technical ideas of the present invention. Therefore, it should be understood that various equivalents and modified examples may exist that can replace them at the time of filing.

In addition, the terms “composed of” and “formed” in the present invention are not to be interpreted in a closed sense, but rather in an open sense, such as “includes” or “has.”

Hereinafter, specific details for carrying out the present invention will be described with reference to the attached drawings.

Figure 1 shows a system configuration and processing process according to an embodiment of the present invention.

With reference to this, the present invention comprises a web server (10) of a service provider, a customer terminal (30) possessed by each customer, and a smart terminal (20) possessed by a small business owner, and is equipped to enable mobile communication or the Internet. Depending on the embodiment, it may include a call-to-web server (40) of the service provider, a receiving terminal (41), and a notification text server (50) of a bank that provides a notification text when a payment amount is transferred.

Here, the web server (10) provides a service that enables customer management and order reservation management, and in particular, provides a service that enables the customer history to be searched and confirmed when a smart terminal receives a customer's call. At this time, the customer history is a service that enables small business owners or small business employees to check order history, call history, call memo, text history, etc. based on the customer's phone number before making a call.

In addition, the above web server (10) receives personal information and business information of small business owners when signing up for the service, verifies the business type, and accordingly creates a mobile web page and unique URL information that can be linked to the mobile web page, and when accessing the URL information, reservation information or order information can be entered and stored in a database through the opened mobile web page.

In addition, the above web server (10) is equipped to register a store and enable online sales when signing up for a service according to an embodiment as shown in Fig. 1a, and by providing or sharing a set URL when calling with a smart terminal or landline (representative phone), a reservation or order URL of the 3rd part can also be entered, and reservation/order details of the corresponding web page can be extracted and stored in a database.

In addition, the smart terminal (20) is a terminal that is capable of making voice calls and connecting to the Internet and is typically a smart phone, tablet PC, etc., and is preferably one that can be used by transferring calls to the registered smart terminal during business hours through the existing landline phone (main phone). In addition, the smart terminal may be an employee terminal that can process tasks such as checking synchronized customer history and making immediate reservations after registering a phone number and going through an authentication procedure by an administrator such as a small business couple or an employee after signing up for the service, depending on the embodiment.

And these smart terminals (20) are equipped with a POS app that can access the service provider's web server and can be downloaded and installed to manage customers and orders/reservations. In addition, when the smart terminal receives a call from a customer, it can display the customer history of the customer and immediately accept a reservation or order, and can also notify the customer on the call of the processing result through a text message or call-to-web method.

In addition, the customer terminal (30) is a terminal that can be used to make orders or reservations by calling the smart terminal of a small business owner, and can also receive guidance text messages or call-to-web services from the smart terminal and write reservation or order information after payment processing. Representative terminals that each customer possesses that can make voice calls and connect to the Internet include smartphones and tablet PCs.

In addition, the call-to-web server (40) matches the URL information of the small business owner with the customer's caller phone number and automatically connects to the registered web page, thereby providing a service that allows payment and reservation information creation during or immediately after the call ends.

In addition, the notification text server (50) is a server that provides a notification text message that includes the payment amount name, etc. in a certain format when each customer completes payment or transfer and sends it to the smart terminal of the small business owner.

Below, looking at the service process of the system according to an embodiment of the present invention, in order to reserve or order a specific service, each customer calls the smart terminal (20) of the small business owner using the customer terminal (30) that he or she possesses.

At this time, when receiving a call from a customer, the smart terminal (20) of the small business owner searches for and confirms the customer history with the customer through the web server (10).

And the small business owner makes a reservation directly through a smart terminal (20) while making a voice call with the customer and creates reception information, and based on this, the smart terminal (20) provides the customer with a guidance text message or call-to-web service that allows the customer to check payment information.

At this time, the smart terminal (20) transmits the contents of the consultation with the customer and the reception information to the web server and stores them.

And then, the customer confirms the payment amount required for reservation or order through the guidance text message or call-to-web service sent to the customer terminal (30) and completes the payment. At this time, the customer can pay in various ways, but it is preferable to transfer the payment amount to the bank account informed by the small business owner so that the small business owner can receive the deposit/withdrawal text message notification service of the bank he/she applied for in advance and confirm the fact of the customer's deposit.

At this time, the smart terminal (20) of the small business owner checks the deposit notification text message written in a certain format, extracts the deposit date, deposit amount, and name thereof, and transmits them to the web server so that the small business owner can check the processing result using the smart terminal.

For reference, if you use the PG company's credit card, simple payment, virtual account, account transfer, etc. payment services, you can complete payment in real time through API, but since a fee is incurred, cash account transfer is still preferred. However, if the customer transfers cash, it is inconvenient to manually check and record the transfer details. Therefore, if the customer does not use the PG company's payment service and directly transfers to the small business owner's transaction bank account, the small business owner can apply for a deposit/withdrawal text message notification service from the transaction bank in advance, and extract the text message content when receiving the alarm text message so that it can be completed.

And, when a customer who has completed payment receives a text message or call-to-web service on their customer terminal, they access the provided URL information and enter reservation or order information, including their address and contact information, on the opened mobile webpage to complete the reservation/order, and this is then transmitted to a web server so that small business owners can check it on their smart terminals.

Therefore, the present invention fuses the existing telephone method and the digital method, and enables customer service, reservation reception, customer management, and payment management by using a smart terminal as a POS terminal while talking to a customer. As a result, the fatigue of small business owners is minimized, and existing telephone customers can maintain their existing ordering/reservation method while making the digital transition.

At this time, the guidance text automatically generates guidance information including the small business owner's unique URL information based on the reception information and sends it directly to the customer on the call, allowing them to write payment and reservation information.

In addition, the call-to-web service automatically opens a mobile webpage on the customer terminal when a call is made to the customer of the small business owner, allowing payment and reservation/order information to be entered right during the call. In other words, call-to-web is a technology that sends web connection information to the other party's phone number during a call, allowing the webpage to open right away. If an app that supports call-to-web is installed and activated, it can be used with only the other party's phone number.

A typical example is when a customer calls the representative number of a small business, they are immediately connected to the reservation/order webpage of the small business, or they can check reservation/order details, check payment method, proceed with payment, and enter additional information to complete the reservation/order through the reservation/order webpage provided during the call with a customer service representative.

Figure 2 shows the service subscription process of a small business owner in a system according to an embodiment of the present invention.

With reference to this, when a small business owner of the present invention enters into a contract with a service provider, the service provider receives the small business owner's personal information and business information and registers them on a web server (10).

At this time, the web server (10) generates unique URL information for each small business owner and creates a mobile web page based on the business information of each small business owner. When a link is connected through the URL information, the mobile web page automatically opens and reservation information or order information is entered and stored in a database.

At this time, the web server (10) can register a store to enable online sales when signing up for the service according to an embodiment, and by providing the URL set at the time of store registration, a reservation or order URL of the 3rd part can also be entered, and the reservation/order history of the corresponding web page can be extracted and stored in a database.

In addition, when the service provider completes the creation of unique URL information and mobile webpage for each small business owner, it guides the small business owner to download the POS app and log in. At this time, when sending a text message to the customer to complete the order or reservation, it is possible to set whether to send the text message directly from the phone or to send the text message as a web message from the web server. As a reference, in order to prevent the burden of phone usage fees or the exposure of personal phone numbers to customers when sending text messages to customers, the representative number can be set as the sender on the web server so that text messages can be sent to customers.

Figure 3 is a flowchart showing a service process of a system according to an embodiment of the present invention.

With reference to this, the small business owner of the present invention downloads and installs the designated POS app on the smart terminal (20) according to the instructions of the service provider, authenticates the phone number after logging in, and sets and registers a password. At this time, multiple phone numbers, such as those of the small business owner's employees, can be set and authenticated and a password can be registered.

In addition, the POS app installed on the above smart terminal (20) is equipped to register customer phone numbers and manage customers, and is equipped to check each customer's reservation or order details and payment/deposit details accordingly.

And when the POS app of this smart terminal (20) is terminated or is waiting in the background, when a call comes in from a customer, it is automatically activated and the customer's phone number is transmitted to the web server (10) to instruct it to look up the customer history and receive the result.

In addition, the POS app of the above smart terminal (20) floats a list window (21) on the front of the call screen so that the search results can be checked, and is equipped so that a reservation can be made immediately during a call by touching the immediate reservation (21c) button of the list window (21).

And when the above smart terminal (20) completes the reservation or order reception, it generates reception information that can confirm when, who, and what was reserved/ordered and how much the payment amount was.

Based on this, guidance information including URL information unique to the small business owner is created and provided to the customer terminal during the call to enable payment and reservation information input.

And, after payment, the customer can complete the entry of reservation information and confirm the reservation by accessing the link to the URL information, and the result can be transmitted to a web server or smart terminal to confirm the completion of payment and confirmation of reservation.

At this time, when a customer transfers the payment amount to the small business owner's account, the smart terminal (20) receives a notification text message written in a certain format through the bank's notification server (50), and extracts the deposit date, deposit amount, name, etc. from the text message and transmits it to the web server for storage, so that the smart terminal connected to the web server can confirm the payment completion and reservation confirmation.

Figures 4 and 5 show the process by which a small business owner applies for a notification service at a transaction bank and the processing result when a customer transfers money.

To explain with reference to this, small business owners apply for a text message service to notify them of deposits and withdrawals from the account to which they will transfer the payment amount to their transaction bank.

And then, when each customer receives guidance information through a guidance text or call-to-web service and transfers the payment amount to the small business owner's account, the smart terminal (20) receives a notification text written in a certain format from the transaction bank through the notification server (50), and extracts the deposit date, deposit amount, and the contents of the account book that receives the deposit (e.g., the name of the person making the reservation and the reservation number) from the text. Then, the extracted information is transmitted to the web server to create a database of the processing results.

At this time, the bankbook display information received is to be provided in consideration of cases where the remitter and the person making the reservation/ordering are different, so when providing payment information, be sure to include the following information: ‘Please enter [Reservation Name and Reservation Number] in the bankbook display information received’ so that the information can be extracted when entered.

FIG. 6 shows the screen of a smart terminal when a call from a customer terminal is received in a system according to an embodiment of the present invention.

With reference to this, when the smart terminal (20) of the present invention receives a call from a customer, the POS is activated and the customer's phone number is transmitted to the web server to instruct it to look up the customer history and the result is transmitted.

At this time, the smart terminal (20) enables direct reservation (21c), text message transmission (21d), and memo (21e) to be made separately on the front of the call screen where a response or rejection button is formed through the POS app, while also forcibly floating a list window (21) that allows checking the customer type (21a) and customer history (21c).

At this time, the floating list window (21) displays the customer type (21a) so that the customer can be confirmed as a new customer if the customer history (21b) is not found based on the customer's phone number, and displays the customer type (21a) so that the customer can be confirmed as a regular customer if the customer has made reservations or orders more than a certain number of times, and according to an embodiment, when registering customer information on the web server (10), if the customer is a no-show or receives a call from a customer registered in the blacklist with many claims, the customer type (21a) is displayed so that the customer can be confirmed as a blacklist customer.

In addition, the above smart terminal (20) displays the customer history (21b) in the most recent order when checking the customer history through the list window (21), such as immediate reservation (awaiting transfer/reservation confirmed or order confirmed), text message, and memo.

Figures 7 and 8 show the appearance of the reservation window opened when the direct reservation button in the list window is touched.

The reservation window (22) at this time is equipped with a function that allows the user to check the reservation status by date and day of the week while talking to the customer through the scheduler and reservation number settings, check the calculated payment amount when selecting a specific date, and immediately add a reservation. In addition, the reservation window (22) is equipped with a button that allows the user to immediately end the call with the customer or switch to speakerphone after the reservation is received, depending on the embodiment.

In addition, the above reservation window (22) is configured in the form of an order window according to an embodiment, and is equipped to allow immediate ordering by selecting one of the product lists and displaying the calculated payment amount when setting the quantity.

In addition, FIG. 9 shows the appearance of a guidance window created immediately after a reservation or order is completed in a system according to an embodiment of the present invention.

At this time, the guidance window (23) generates guidance information that guides users to check payment information based on the reception information generated when the reservation button or order button of the reservation window is selected. At this time, the guidance information includes unique URL information issued by each small business owner and is equipped to be sent as a text message directly to a customer who is on a call or has completed a call.

In addition, Figures 10 and 11 show the appearance of a mobile web page opened when a customer terminal accesses URL information.

With reference to this, each customer terminal receives guidance information, and when the user accesses the URL information, a mobile web page (24) automatically opens, allowing the user to check payment information. When payment is completed, the user is equipped to enter the reservation holder's contact information or address, etc., and write reservation information or order information.

And when the entry of the above reservation information or order information is completed, the web server (10) stores the reservation information or order information entered through the mobile web page (24) in a database, and when the smart terminal (20) of the small business owner accesses the web server (10), the reservation or order status can be checked and managed.

Also, Figure 12 shows the appearance of the text window that appears when the text transmission button in the list window is touched during a voice call with a customer.

At this time, smart terminals allow small business owners to write and register answers in advance to frequently asked questions or inquiries from customers.

And when a small business owner is on a voice call with a customer and the customer asks about reservations, refunds, products, etc.

When text message transmission (21d) is touched, the opened text window (25) is equipped so that one of the responses to reservations, refund products, etc. that have been written in advance can be selected and sent immediately. Depending on the embodiment, it is equipped so that a direct text response or URL information that can confirm the response to the relevant question can be sent.

For reference, after sending a text message, the history is saved on a web server and managed as a customer history, and depending on the embodiment, the text message can also be sent through a web server.

In addition, FIG. 13 shows the appearance of a memo window opened when a memo in a list window is touched during a voice call with a customer in a system according to an embodiment of the present invention.

Smart terminals allow small business owners to write notes in advance about frequently asked questions or inquiries from customers and register their settings.

At this time, the smart terminal (20) is used to record and computerize the contents of consultation with the customer or future guidance, or changes/additions to reservations or orders, through the memo window (26) opened when the memo button (21e) is touched when the customer inquires about information regarding reservations, refunds, products, etc. during a voice call with the customer.

The present invention has been described so far with reference to the attached drawings, but this is merely exemplary, and those with ordinary knowledge in the field to which the technology pertains will be able to easily implement the invention by various modifications and equivalents. Therefore, the true technical protection scope of the present invention should be determined by the scope of the patent claims.

10:Web server 20:Smart terminal
21: List window 22: Reservation window
23:Guide window
30:Customer terminal 40:Call to web server
50: Notification text server

Claims (10)

In a system equipped with a POS app installed so that a smart terminal can be used as a POS terminal for customer management and order reservations,
When receiving a call from a customer, the smart terminal checks the customer type and customer history on the front of the call screen. A mobile customer management and order reservation system characterized by a floating list window that allows for immediate text messaging, immediate reservations, or immediate notes during or after a call with a customer. In the first paragraph,
The above smart terminal is a mobile customer management and order reservation system characterized by being equipped with a smart terminal that enables customer management by transferring calls when a customer calls the main phone number during business hours. In paragraph 1 or 2,
The above smart terminal is a mobile customer management and order reservation system characterized in that when the user touches the immediate reservation button in the list window after a call is connected, a reservation window where the user can select the number of people and date opens, and the user can select the number of people or products to make a reservation for, and the payment amount calculated accordingly is displayed, allowing the user to make a reservation or order right away while on the phone with the customer. In the third paragraph,
The above smart terminal is equipped with a mobile customer management and order reservation system that, when a reservation or order reception is completed, generates guidance information including the number of people, product name, date, payment amount, and unique URL information assigned to the relevant self-employed person based on the reception information generated at the time of reservation or order, and can send guidance text messages or call-to-web to the customer terminal during or after a call. In paragraph 4,
The above customer terminal is characterized by being equipped with a mobile customer management and order reservation system in which, when a customer accesses a link to URL information after completing a reservation or order, payment information is provided through an opened mobile webpage, and upon completion of payment, reservation information or order information including the customer's name, contact information, or address required for completing a second reservation or order is written and the smart terminal can confirm the fact. In paragraph 5,
The above smart terminal is characterized by a mobile customer management and order reservation system in which, when a customer completes payment by bank transfer, the smart terminal receives a notification text message written in a certain format, extracts the deposit date, deposit amount, and bankbook display information from the notification text message, transmits it to a web server, and checks and manages the processing result. In paragraph 1 or 2,
The above smart terminal is equipped to allow you to write answers to inquiries in advance and register them individually.
A mobile customer management and order reservation system characterized by the ability to respond immediately by touching the text message send button in the floating list window on the front of the call screen when a customer has an inquiry and requests a response during a voice call, and selecting and sending one of the pre-written responses. In paragraph 1 or 2,
The above smart terminal is a mobile customer management and order reservation system characterized by being equipped with the ability to immediately save in a web server, by touching the memo in the floating list window, the contents of a phone consultation written in advance or directly entered, such as frequently asked reservation/order information, refund information, product information, etc. during a phone consultation. In paragraph 1 or 2,
The above smart terminal is composed of smart terminals of small business owners and employees registered in the same group on a web server, and is characterized by being equipped to check and record the same and synchronized customer history registered on the web server to prevent duplicate reservations or omissions. The step where the customer calls the small business owner's smart terminal using the customer terminal.
When a smart terminal receives a customer call, it sends the customer's phone number through a web server to check the customer history and receive the results.
The smart terminal creates reservation information by making a voice call and provides a guidance text message or call-to-web service to the customer to confirm payment information based on this.
The smart terminal sends and stores the consultation content and reception information with the customer to the web server.
When the customer terminal confirms the payment amount required for reservation through a text message or call-to-web service and completes payment, the bank or PG company sends a notification text message to the small business owner's smart terminal to confirm the deposit or payment.
A service method of a mobile customer management and order reservation system in which, when payment information is provided through a text message or call-to-web service, the customer terminal accesses a link to URL information and enters reservation or order information, including the customer's address and contact information, on the opened mobile webpage to complete the reservation or order.

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