How to Create the Customer Profile?

Created by Kruthika Krishna, Modified on Tue, 24 Dec, 2024 at 2:42 PM by Kruthika Krishna

Go to - Customers- Click on Create customer-

Update the Basic Details

Name :- Customer Name ( ex. Kruthika Shetty)

Phone No :- 987456321

Customer Number :- Give a customer number of your own (ex. Pink-01)

Email ID :- Customer email id (ex. kruthika@gmail.com)

Customer Group :- Default

Birthday :- ex. 25/12/1990

Anniversary :- ex. 13/06/2010

Note :- Any specific notes about the customers can also be added.

You can create the detailed customer profile as well.

Click on Detailed:-

You can enable or disable the SMS and Email notifications for appointments and offers as per customer choice.

You can enable or disable the OTP for Spa pack, wallet and Membership credits redemption.

Fixed discount for any particular customer if you want to can be updated

If Customer wants any preferred Employee you can set the preferred employee for that customer

Customer Address can be updated.

How to Create Groups?

Video Tutorial : https://www.youtube.com/watch?v=8wkqN7LDL_8

By Creating Groups it will be easy to categorize the customers

for ex.- Regular customer

VIP customers

Premium customers

Walk-in customers. etc.

GO TO - GROUPS CLICK ON CREATE GROUPS-

Update Group Name:- (ex. Walk-in )

Description :- (ex. Walk-in's Default Group)

Color :- Select color

Discount :- Add a discount if you want to give special discount to the group

Cash Back :- Enable or disable the cash back option

CREATE THE GROUP