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Manage customer
Andrew Gubal avatar
Written by Andrew Gubal
Updated over 5 years ago

Open Customers tab to review, create and manage customer profiles.

To create a new customer profile, you need to tap +Add customer button.
Then fill in empty fields with information: name, contacts, birthday, address, add customer's image and save the profile.

To edit existing profile, tap the line with customer information, or tap the View button in the Actions column. 

In the window with the client's profile, you can edit any information about the customer, as well as manage his bonus card, add or edit customer services, notes & formulas, and manage appointments.

Along with the mentioned actions, you can remove any customer profile from the base or send an email or SMS notification for a certain customer just from the Customers tab.


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