Adding a New Customer

1. Tap the plus icon (+) located in the bottom right-hand corner.
2. This will bring up the New Customer form.

New Customer Form Fields:

• Name: This is a required field. Please enter the customer's name.
• Address: You may fill out the customer's address. This field may be left blank if necessary.
• You can specify up to two Phone Numbers, as well as an Email Address.
• Notification Method: Choose the method through which you will notify the customer of upcoming appointments, new invoices, and invoice reminder messages. You can choose between:
  • SMS – for the first phone number
  • SMS (Phone 2) – for the second phone number
  • Email
  • WhatsApp
• Source: This field is used to save the source from which you obtained the customer, such as "Website" or "Word of mouth". This field can be left blank.

Once the new customer is added, they will appear in your active customers list.

Deleting a Customer

1. Open the customer's profile.
2. Tap the Edit button located in the bottom right-hand corner.
3. Scroll down the page.
4. Click the Delete button.
5. This will then place the customer in the "Deleted" tab of your customers list.

Restoring a deleted Customer

1. Open the customer's profile.
2. Tap the Edit button located in the bottom right-hand corner.
3. Scroll down the page.
4. Click the Restore button.
5. This will then place the customer in the "Active" tab of your customers list.

Searching for Customers

1. Use the search bar.
2. You can search using the customer's name or the customer's address to find the desired customer.