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  1. DaySmart Appointments
  2. DaySmart Appointments NextGen
  3. Customers

Customers

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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.

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