Customers

In this section, you'll learn about a critical element of an Appointment: the Customer. The Customer is the receiver of the Service and the one for whom the Appointment is created. Your Customers could be a person or a company. In your account, you'll be able to define the information you capture for each Customer, see a single Customer's Appointment history and more.

Setting Up and Using Customer Status Types
Categorizing Your Customers
Customer Management
Customer Field Definitions
Capturing Customer Referral