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Customer Overview – Top Banner
UpdatedNovember 25, 2024
Client Profile Top Banner Overview
Name | Description |
Reset Password | Click here to easily reset a clients password to access your Shop, Branded App or their online profile to complete intake forms. |
Manage client account. | |
Input and remove client credit cards. | |
Chat directly with clients from their profile. *SMS Add on Required to use this feature. | |
Access screen to edit customer profile, forms, memberships, and preferences. | |
Bio | Edit client bio and add special notes. |
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Operations
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- Articles coming soon
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
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Configurations
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Inventory
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Forms
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Marketing
- Articles coming soon
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InFlo App
- Articles coming soon