Creating and Managing Customer Details

Customer

Creating and Managing Customer Details

Overview

The Customer Form allows you to efficiently add and manage customer details, including names, addresses, mobile numbers, and more. Located under the People tab, this form serves as a central hub for maintaining accurate customer information.

1. Add Customer Details

  1. Fill in the required information in the Customer Form, including:
    • Name: Enter the customer's name.
    • Address: Provide the customer's address details.
    • Mobile Number: Include the customer's contact number.
    • Add any additional relevant information.

2. View Customer Reports

  1. Access the Customers report to view a list of all registered customers.
  2. Update customer information as needed by editing the existing entry.
  3. Customize the view by filtering the report based on specific criteria such as name, address, or mobile number.


3. Booking Services for Customers

  1. In the Customer Report, click the Create Booking button to seamlessly book services for the selected customer.

Additional Tips

  • Ensure accurate details to maintain effective communication.
  • Utilize the Customer Report to have an overview of all registered customers.
  • Click the Create Booking button in the Customer Report to quickly schedule services for customers.

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