How to use Customers
GroomNow Jimmy
Last Update 5 years ago
1. Add Customer
Click "Add Customer" button, we will see a drawer pops up.
Fill all those required information and click the "Add Customer" button below, information will be stored.
2. Customer list
2.1 list view
In this section, you will see all your customers with their basic info and appointments info.
We can click the up-arrow or down-arrow to sort sort customers by sales, total appointments and other columns.
2.2 Search Customer
Select the search area, we can search customer by typing their name, phone number or email.
After clicking the "Search" button or press "Enter" at keyboard, matched customers will be listed.
3. Edit customer
When click the "Edit" link, an "Edit Customer" drawer pops up. We will see three tabs,
"Customer"
"Pets"
"Appointment History"
3.1 Customer tab
We can edit customer's basic info, change avatar.
After editing, don't forget to click "Save" button.
Attention: Think twice if want to delete a customer.
3.2 Pets tab
Under this tab, we can manage pets information from this customer.
After editing information, don't forget to "Save" it.
Click "+" button to add more pets.
Click "x" button to delete selected pet.
3.3 Appointment History tab
Under this tab, we can view all history from this customer.
