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Editing Customer Profile
To edit a customer’s file. Click found in the top right corner of the profile overview.
Feature Overview – Top Banner
Name | Description |
Status | Update customer status. Learn more about customer status. |
Weight | Update client weight. |
Appointment Black List | Toggle ON to block clients from being able to book appointments online. Clients will only be able to add themselves to the wait list. Tip: Use this feature for problem clients! |
Feature Overview – Bottom Tabs
Name | Description |
Contact Details | Update customer demographics, contact information or language preferences. |
Files | Manage intake forms and documents. |
Memberships | Manage client membership, credits and logs. |
Gift Certificate | Manage active client gift certificates. |
Dislike Services | Update client preferences to include services they dislike so that they do not get booked. |
Preferences | Manage client communication preferences. |
Customer Profile Contact Details
The first tab provides access to the customer’s contact information, including:
- First Name, Middle Name & Last Name
- Phone Number
- Email Address
- Home Address
- Date of Birth
- Gender
- Referral Method
- Preferred Branch
Make any necessary changes and click Save to update the information.