Search
Close this search box.

Customers

Estimated reading time: 1 min

All of your customers’ data is stored in the archive format. This is because you don’t loose old customers. You can export your customers’ data to excel file whenever you want, or you can import your new customers to our service by CSV file.

If you want to add a new customers, you can access the Customers menu and click the ADD NEW button.

You can add a note in opened window by mentioning the name, surname, email, phone number of customers, selecting profile picture, gender and date of birth.

Then you will be able to add to customer base by clicking on the ADD CUSTOMER button. With a functional and searchable toolbar, you can search first name, surname, phone number and email of customers. You can sort a list through the ASC or DESC in column you want.

By using the “Allow to login” feature, you can also create a login for your added customers. Your customers will be able to manage their own appointments with this login.

If you want to delete any customer, go to the options in front of it and click on Delete button.

If you want to amend customers’ data, go to the options in front of it and click the Edit button.

You can also delete customers collectively.

Was this article helpful?
Dislike 0
Views: 6