Customers

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Customers

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Managing a single Customer

To create your first customer, go to the “Customers” page, click on the “Add Customer” button or the “+” button on the bottom left side of the page and the “New Customer” modal will appear. When you are creating a customer, you must enter the customer’s first name, last name, and email. Other options such as , “Phone”, “Gender”,  and “Note (Internal)” are optional.

WordPress User – DO NOT USE THIS FEATURE

Date of birth – DO NOT USE THIS FEATURE

After you have entered the desired data, click on the “Save” button and your customer will appear in the customer list, although without the date of the last appointment, as you have just created it.

When you need to edit customer details simply click on the “Edit” button located beside every customer on the customer’s list.

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