Tag: Customer File

Contracts

If you work with contracts, you can store them in the calendar and assign them to your customers.

You can access this area via Settings > Contracts.
If this function is not activated, it can be activated via "Add function".

Customer master data: Appointments

In every customer file, you can view the past and future appointments of a customer in the Appointments menu item.

The prerequisite for this is that you select existing customers from the suggestion list during appointment entry. Only in this way are new appointments added to the existing customer file.

Customer-specific times

Special settings allow you to specify custom times for your services for each customer.

You can access this area via Settings > Customer-specific Times If this function is not enabled, it can be activated via "Settings > Add Function".

Application example: For customer Maria Sommer, you need more time for the "Ladies Haircut & Blow Dry" service because of her very long, thick hair. You can specify the time deviation in the customer file so that appointments entered for this customer in the future will always take a bit longer.

Customer File

In every customer file you will find all important information about your customer. Here you can invite them to online booking, store information, prohibit online booking for this customer and much more.