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Staff App- View and Manage Customers
Staff App- View and Manage Customers

Manage your current customers and create new customers on the go

Fabiana avatar
Written by Fabiana
Updated over 10 months ago

Once you are logged in to the app, from the homescreen:

  1. Click the top left Icon with the horizontal lines to view the navigation menu
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  2. Click Customers

Add a New Customer

Details here will be used to create the customers profile

On the top right of your screen, tap +ADD to create a new customer


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Edit a customer profile

  1. On the Main Customers page, use the search bar or scroll to find the profile you need to edit and tap to open

  2. On the Next screen, you will get that full picture of your customer including an overview of their profile, active bookings, customer profile notes added, and payment methods

3. Create a new booking for your customer, send them an email (if you have email set up on your device, edit their contact info.

Please note: Please use the web to archive a customer profile if needed

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