Introduction to Customer
How to create, view edit customers, and track customer history
Orkun Gedik
Last Update há 3 anos
Highlights
- The customer page shows the info and the booking history of each customer
- You have search and export functionalities
- You can create new bookings directly from the customer page
List Customers
- All your customers, regardless of created by you or by online bookings are listed here
- You can search with name, email and phone number
- Click on a customer to view the details
- You can click "+ New" to create a new customer, email or full name fields are mandatory. You can create a customer with a name.
- Emails (not phone numbers or names) are the unique identifiers of the customers. Bookings made with the same email are merged into the same customer.
- You can export your list of customers
Customer Detail
- View customer information and addresses (if applicable) here.
- Pencil (Edit) icons allow you to update these fields.
- Customers can have only one address.
- All bookings of the customer are listed in the Bookings section.
- If you click New Booking or New Repeating Appointment buttons, you can create without having to choose the customer later.
- Cancelled bookings show a badge to indicate they are canceled.
- The page shows if there are active repeating appointments. See more details on repeating appointments.
Customer Create/Edit
- Can create new customers, or edit existing customers
- If you edit a customer, the details on the existing bookings won't change. Information on the bookings are saved as a snapshot.
- The tax registration number is only relevant if you activated invoicing for your account
