Customers
Details, follow-up and contact permissions
19 guides
Add or edit customersFind customers by name or phone and open their profile to view or edit details.Customer blocking and marketing permissionThe customer profile shows blocking and consent; review each before changing it.Create, change or cancel a recurring planSet regular visits from the customer profile and check each created appointment and notice.Handle an existing customer warningAvoid duplicate profiles when a phone or email is already registered.Save a care entry and sign its consentCare records appear when enabled for the business; a signed entry is locked.Find customers by segment or birthdayFind customers by segment or birthdayRead a customer profile, upcoming visit and historyRead a customer profile, upcoming visit and historySave customer preferences and notesSave customer preferences and notesChoose a profile photo and read saved referencesChoose a profile photo and read saved referencesEnable health records and save consent wordingEnable health records and save consent wordingRecord first-visit intake and follow-upRecord first-visit intake and follow-upDelete an unsigned care entryDelete an unsigned care entryExplain customer account sign-inExplain customer account sign-inRecover a customer account passwordRecover a customer account passwordUpdate customer details and verify a new phoneUpdate customer details and verify a new phoneDelete a customer’s public accountDelete a customer’s public accountHow a customer reviews a completed visitHow a customer reviews a completed visitFollow or unfollow a businessCustomers manage following through their own public account; the immediate state may be provisional.Example: a visit every Friday at 3 p.m.Set up a routine and check the appointments actually created, then change or cancel the plan carefully.
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