Customers
- MsgBubble |
- 13 steps |
- 2 minutes
1
**Navigation**
To open the customers page, click on "Customers" from the main navigation.
2
**Customers**
The main information on this page is a table listing of all your customers. It contains basic identifiable information for each customer.
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**Sorting Columns**
On the customers page and every page with a table, you can turn on/off columns you wish to display. Simply click the column field and then the checkbox next to each column you wish to turn on or off.
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**Adding Customers**
The preferred method for adding customers is having them complete a form (see form building). You can also manually create a customer by clicking on "Add Customer"
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**Adding Customers (continued)**
Fill in the fields about your customer, ensuring you at a minimum add a Name, Email and Phone number. When your done, click "add customer"
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**Viewing Customers**
To view more detailed information about each customer, click on their Name.
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**Customer View**
This will open a new page showing detailed information about your customer. This also contains the same information as the customer information panel from the Messages section.
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**Adding Customer Properties**
Customer properties will add a field that applies to all customers. This could be for additional information you want to track for all customers such as their Birthday, or maybe information about their account. To add a field click "Add Customer Property"
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**Adding Customer Properties**
To add a customer property, enter the Name (such as Age, Gender or Birthday), the field type, which is the type of information your storing, and if this is a key property. If it is a key property, it will show on the main customers table at the beginning of this training section.
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**Navigating Back**
To go back to all customers, click "Back to Customers" shown here, or you can click the main navigation customers link.
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**Customer Prompts**
Like the customer prompts from the messaging section, the customers table has helpful links to quickly sending your customer a request to make an appointment, complete a form or to ask them for a review.
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**Customer Prompts**
After clicking on a customer prompt link, you can select how you want to send the link to your customer and the message you wish to send to them.
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**Actions**
On all tables is a Action section with three dots next to each line item. Click this will open an expanded menu which generally will give you an option to Edit or Delete information.
