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.Handle an existing customer warningAvoid duplicate profiles when a phone or email is already registered.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 notes
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