Customer Management

There are four critical resources that are required for any Appointment. One of those resources is the Customer, which is the receiver of the Service. In this article, we'll review:

• Creating a New Customer Profile
• Managing Current Customer Profiles
• Viewing Customer's Appointment History

Creating a New Customer Profile

Adding a New Customer

To add a new Customer, click Create New. A blank Customer profile form is displayed, with required fields indicated by an asterisk ( * ). Fill in details relevant to the Customer and click Create New when complete. If any required fields are blank, the user will be alerted to enter information in those fields before the Customer can be created. Administrators can control the required or optional status of Customer profile fields through DaySmart Appointments Classic.

Customers may also be created through other ways:

1. A new profile may be created while scheduling an Appointment.
2. Customers may directly create a profile if you offer the self-service scheduling feature through the Customer View.

Managing Current Customer Profiles

Based on your permissions, you can view any of the Customers you are able to manage. Depending on the settings in your account, you may see only Customers that are assigned to you or within the current Location. The list of Customers is available by clicking Customers from the left navigation.

The list page will display the Customer profiles, originally sorted alphabetically by last name. In addition to the Customer's name, you can easily review their contact email address and phone number.

Search for a Customer

You may find that the Customer you are looking for is not on the initial list. You can quickly search for a specific Customer by typing in at least two characters of the first name or last name, or by entering in the phone number (please note that formatting should be included for accurate matches). Matching records will display in the list. To access a single Customer profile, click on the name. The subsequent page will display the Customer's profile.

Edit a Customer Profile

Once you click on the Customer's name, you'll be able to view or edit the details of the profile. If you Customer tells you that they have a new phone number, have moved or have a new email address, simply click into the desired field, make the change and click Save.

Deleting a Customer Profile

While viewing an existing Customer profile, you have the option to Delete the user from the scheduling system. You will be asked to confirm the deletion as, this action will delete the Customer's entire Appointment history from the system, so be very careful when deleting Customers.

Viewing Customer's Appointment History

When viewing a Customer's profile, you can also see any Appointments that have been scheduled. To access the Customer's history, click the History link, located below their name. The page will now display the Customer's Appointment records that are in the past or future. You will see Appointments based on the scheduled date, with the next future Appointment first. You can easily resort the list by clicking Appointment Date to view them by either ascending or descending order. Alternately, you can click the other table headers (Service, Time, etc) to resort the list of Appointments.

 

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Article published March 2, 2018

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