View Articles by Category

There are no sub categories
Add an article to this category

Category » Customersrss button

There were 12 articles found in this category:

  1. question
    Customers Tab Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The "Customers" tab is used to add, view, edit, and delete customer profiles and provides you with a complete database of your customers. This allows you to maintain contact information, appointment history, customer notes, payme ...
  2. question
    How did I end up with duplicates of a customer and what can I do about it?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple It is common for duplicates of a Customer to appear in the system when allowing customers register themselves. If a customer has already registered but they create a new account when scheduling a second time, you will see them ...
  3. question
    Customer Field Definitions
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Account The Account field is used for customer account numbers, membership numbers, or any other unique identifier you use for your customers. If you would like the account number to display next to the customer's name on the app ...
  4. question
    Can I assign customers to staff members?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Each Customer profile in Appointment-Plus can be assigned to a Staff Member profile by using the Assigned To field. To access the Customer's profile, click on the Customers tab, search for a Customer, then click on the Customer's ...
  5. question
    Can I allow more than one customer to have the same e-mail address?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Yes, you can have more than one customer with the same e-mail address. CLICK: Settings > Customers > Preference #3 Set Preference #3 to "Yes" and Update the page.
  6. question
    How do I add a customer?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple 1. Select the Customers Tab at the top of the Navigation Bar. 2. Select the “Add New Customer” link at the top left of the page. 3. Complete the list of fields displayed within the Customer Information Page. N ...
  7. question
    How do I edit customer notes?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To edit customer notes, find the customer profile within the customer tab. While in the customer profile, select "Customer Notes". You will be able to edit or delete specific notes.
  8. question
    What information does the system keep on customers?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple You control the information that the system keeps for your customers by selecting the fields that display for customers and designating which are required (see the “Related Articles” section below). Appointment histor ...
  9. question
    Pet Scheduling Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Appointment-Plus offers the ability to schedule Customers and their Pets through Site Administration and the Customer View. The Pet profiles can be added when creating Customer Profiles and when scheduling appointments in Site Ad ...
  10. question
    Children Scheduling Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Appointment-Plus offers the ability to schedule Customer and their Children through Site Administration and the Customer View. Children can be added when creating Customer Profiles and scheduling appointments in Site Administrati ...
  11. question
    Can I undo a customer merge?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple No. Once customer profiles have been merged the process cannot be undone.
  12. question
    Can the Customer "Search By Field" Default to "All Fields in List?"
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The "Search By" drop down in the Customers tab can't be defaulted to "All Fields in List". This feature is in place to increase the speed and efficiency of your account. The "All fields in List" option should only be used if yo ...